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

CoreCap 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 Q3	$4.84K	Sell	56 -26	-32%	-$2.25K	﹤0.01%	2274
2026 Q2	$7.02K	Hold	82	–	–	﹤0.01%	2193
2026 Q1	$6.21K	Buy	82 +26	+46%	+$2.04K	﹤0.01%	2125
2025 Q4	$4.3K	Hold	56	–	–	﹤0.01%	2262
2025 Q3	$4.19K	Hold	56	–	–	﹤0.01%	2210
2025 Q2	$3.86K	Hold	56	–	–	﹤0.01%	2173
2025 Q1	$3.5K	Sell	56 -53	-49%	-$3.42K	﹤0.01%	2190
2024 Q4	$6.9K	Hold	109	–	–	﹤0.01%	1902
2024 Q3	$7.06K	Hold	109	–	–	﹤0.01%	1889
2024 Q2	$6.62K	Hold	109	–	–	﹤0.01%	1127
2024 Q1	$6.5K	Buy	+109	New	+$6.21K	﹤0.01%	1859
2022 Q4	$192K	Buy	+4,118	New	+$191K	0.01%	544
2022 Q3	–	Sell	-110	Closed	-$5K	–	1853
2022 Q2	$5K	Buy	+110	New	+$5.5K	﹤0.01%	1687
2022 Q1	–	Sell	-417	Closed	-$24K	–	1855
2021 Q4	$24K	Buy	+417	New	+$23.9K	﹤0.01%	1271

Other funds holding SPGM

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

CoreCap Advisors's SPGM Position: Q3 2026 in Review

CoreCap Advisors reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 32% in Q3 2026, selling an estimated $2.25K and leaving 56 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

CoreCap Advisors first reported a position in SPGM in Q4 2021 and has held it in 14 quarters since. The position peaked at $192K in Q4 2022. 42 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

CoreCap Advisors held 56 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $4.84K as of Q3 2026.
CoreCap Advisors sold 26 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $2.25K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2274 holding.
CoreCap Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $192K in Q4 2022.
42 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.