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Cooper Financial Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Cooper Financial 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
Q3 		$2.22M Buy
25,716
+2,286
+10% +$198K 0.18% 97
2026
Q2 		$2.01M Buy
23,430
+630
+3% +$52.5K 0.17% 108
2026
Q1 		$1.73M Buy
+22,800
New +$1.79M 0.17% 103

Other funds holding SPGM

BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Cooper Financial Group's SPGM Position: Q3 2026 in Review

Cooper Financial Group increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 9.8% in Q3 2026, buying an estimated $198K and bringing the position to 25,716 shares worth $2.22M. The position accounts for 0.18% of the portfolio, ranked #97.

Cooper Financial Group first reported a position in SPGM in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

  • Cooper Financial Group held 25,716 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.22M as of Q3 2026.
  • Cooper Financial Group bought 2,286 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $198K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.18% of Cooper Financial Group's portfolio in Q3 2026, its #97 holding.
  • Cooper Financial Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2026 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.