Cornerstone Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Cornerstone Wealth Management’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	$433K	Buy	5,056 +1	+0%	+$83	0.02%	525
2026 Q1	$383K	Hold	5,055	–	–	0.02%	516
2025 Q4	$388K	Sell	5,055 -271	-5%	-$20.6K	0.02%	484
2025 Q3	$399K	Sell	5,326 -56	-1%	-$4.01K	0.02%	471
2025 Q2	$371K	Sell	5,382 -555	-9%	-$35.6K	0.02%	458
2025 Q1	$371K	Sell	5,937 -136	-2%	-$8.77K	0.03%	431
2024 Q4	$385K	Sell	6,073 -584	-9%	-$37.9K	0.03%	409
2024 Q3	$431K	Buy	6,657 +200	+3%	+$12.4K	0.03%	386
2024 Q2	$392K	Buy	6,457 +815	+14%	+$48.5K	0.03%	379
2024 Q1	$337K	Buy	5,642 +889	+19%	+$50.7K	0.03%	413
2023 Q4	$263K	Buy	4,753 +519	+12%	+$26.9K	0.02%	438
2023 Q3	$214K	Hold	4,234	–	–	0.02%	499
2023 Q2	$222K	Hold	4,234	–	–	0.02%	465
2023 Q1	$211K	Buy	+4,234	New	+$207K	0.02%	439

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

Cornerstone Wealth Management's SPGM Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.02% in Q2 2026, buying an estimated $83 and bringing the position to 5,056 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #525.

Cornerstone Wealth Management first reported a position in SPGM in Q1 2023 and has held it in 14 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Cornerstone Wealth Management held 5,056 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $433K as of Q2 2026.
Cornerstone Wealth Management bought 1 State Street SPDR Portfolio MSCI Global Stock Market ETF share in Q2 2026, an estimated $83.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #525 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2023 and has held it in 14 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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.