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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
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 $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chicago Partners Investment Group's SPGM Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 2.2% in Q1 2026, selling an estimated $25.8K and leaving 14,654 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #477.

Chicago Partners Investment Group first reported a position in SPGM in Q3 2022 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Chicago Partners Investment Group held 14,654 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.2M as of Q1 2026.
  • Chicago Partners Investment Group sold 329 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $25.8K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q1 2026, its #477 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 15 quarters since.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.