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Cape Investment Advisory’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Cape Investment Advisory’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$309K Buy
3,576
+1,358
+61% +$118K 0.08% 182
2026
Q2 		$190K Sell
2,218
-1,449
-40% -$121K 0.05% 234
2026
Q1 		$278K Buy
3,667
+33
+0.9% +$2.59K 0.09% 187
2025
Q4 		$279K Hold
3,634
– – 0.09% 180
2025
Q3 		$272K Sell
3,634
-12
-0.3% -$860 0.27% 91
2025
Q2 		$252K Hold
3,646
– – 0.09% 166
2025
Q1 		$228K Buy
3,646
+24
+0.7% +$1.55K 0.09% 165
2024
Q4 		$229K Buy
3,622
+675
+23% +$43.8K 0.09% 159
2024
Q3 		$191K Buy
2,947
+20
+0.7% +$1.24K 0.08% 173
2024
Q2 		$178K Hold
2,927
– – 0.08% 164
2024
Q1 		$175K Buy
2,927
+49
+2% +$2.79K 0.08% 160
2023
Q4 		$159K Buy
2,878
+357
+14% +$18.5K 0.08% 169
2023
Q3 		$127K Buy
2,521
+1,186
+89% +$62.1K 0.07% 184
2023
Q2 		$69.9K Hold
1,335
– – 0.04% 244
2023
Q1 		$66.6K Buy
+1,335
New +$65.4K 0.04% 233

Other funds holding SPGM

BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Cape Investment Advisory's SPGM Position: Q3 2026 in Review

Cape Investment Advisory increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 61% in Q3 2026, buying an estimated $118K and bringing the position to 3,576 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #182.

Cape Investment Advisory first reported a position in SPGM in Q1 2023 and has held it in 15 quarters since. 18 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

  • Cape Investment Advisory held 3,576 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $309K as of Q3 2026.
  • Cape Investment Advisory bought 1,358 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $118K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.08% of Cape Investment Advisory's portfolio in Q3 2026, its #182 holding.
  • Cape Investment Advisory first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2023 and has held it in 15 quarters since.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.