Coastal Bridge Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Coastal Bridge Advisors’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	$6.68M	Buy	77,977 +783	+1%	+$65.3K	0.41%	60
2026 Q1	$5.84M	Buy	77,194 +54	+0.1%	+$4.23K	0.41%	58
2025 Q4	$5.92M	Buy	77,140 +3,242	+4%	+$246K	0.44%	58
2025 Q3	$5.53M	Buy	73,898 +2,844	+4%	+$204K	0.42%	58
2025 Q2	$4.9M	Buy	71,054 +3,777	+6%	+$242K	0.4%	61
2025 Q1	$4.2M	Buy	+67,277	New	+$4.34M	0.38%	67

Other funds holding SPGM

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Coastal Bridge Advisors's SPGM Position: Q2 2026 in Review

Coastal Bridge Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1% in Q2 2026, buying an estimated $65.3K and bringing the position to 77,977 shares worth $6.68M. The position accounts for 0.41% of the portfolio, ranked #60.

Coastal Bridge Advisors first reported a position in SPGM in Q1 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Coastal Bridge Advisors held 77,977 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $6.68M as of Q2 2026.
Coastal Bridge Advisors bought 783 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $65.3K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.41% of Coastal Bridge Advisors's portfolio in Q2 2026, its #60 holding.
Coastal Bridge Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.