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Chicago Partners Investment Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Chicago Partners Investment Group’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
Q2 		$1.27M Buy
15,127
+473
+3% +$39.4K 0.03% 538
2026
Q1 		$1.2M Sell
14,654
-329
-2% -$25.8K 0.03% 477
2025
Q4 		$1.18M Buy
14,983
+40
+0.3% +$3.04K 0.03% 417
2025
Q3 		$1.16M Sell
14,943
-373
-2% -$26.7K 0.03% 390
2025
Q2 		$1.09M Buy
15,316
+160
+1% +$10.3K 0.03% 375
2025
Q1 		$960K Buy
15,156
+173
+1% +$11.2K 0.03% 368
2024
Q4 		$956K Buy
14,983
+213
+1% +$13.8K 0.03% 351
2024
Q3 		$948K Buy
14,770
+406
+3% +$25.2K 0.03% 337
2024
Q2 		$874K Sell
14,364
-4,543
-24% -$270K 0.03% 347
2024
Q1 		$1.09M Sell
18,907
-296
-2% -$16.9K 0.05% 301
2023
Q4 		$1.07M Buy
19,203
+1,726
+10% +$89.6K 0.05% 294
2023
Q3 		$857K Buy
17,477
+5,497
+46% +$288K 0.05% 305
2023
Q2 		$635K Buy
11,980
+1,136
+10% +$57.5K 0.03% 360
2023
Q1 		$547K Buy
10,844
+20
+0.2% +$979 0.03% 367
2022
Q4 		$548K Buy
10,824
+1,495
+16% +$69.4K 0.03% 355
2022
Q3 		$427K Buy
+9,329
New +$442K 0.03% 363

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Chicago Partners Investment Group's SPGM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 3.2% in Q2 2026, buying an estimated $39.4K and bringing the position to 15,127 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #538.

Chicago Partners Investment Group first reported a position in SPGM in Q3 2022 and has held it in 16 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Chicago Partners Investment Group held 15,127 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.27M as of Q2 2026.
  • Chicago Partners Investment Group bought 473 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $39.4K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #538 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.