Cresset Asset Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Cresset Asset 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 Q1	$3.03M	Hold	39,970	–	–	0.01%	469
2025 Q4	$3.07M	Hold	39,970	–	–	0.01%	470
2025 Q3	$2.99M	Hold	39,970	–	–	0.01%	450
2025 Q2	$2.76M	Hold	39,970	–	–	0.01%	431
2025 Q1	$2.49M	Hold	39,970	–	–	0.01%	476
2024 Q4	$2.53M	Sell	39,970 -39,970	-50%	-$2.59M	0.01%	485
2024 Q3	$5.18M	Hold	79,940	–	–	0.02%	449
2024 Q2	$4.86M	Buy	79,940 +39,970	+100%	+$2.38M	0.02%	435
2024 Q1	$2.39M	Hold	39,970	–	–	0.01%	566
2023 Q4	$2.21M	Hold	39,970	–	–	0.01%	547
2023 Q3	$2.02M	Hold	39,970	–	–	0.01%	555
2023 Q2	$2.09M	Hold	39,970	–	–	﹤0.01%	641
2023 Q1	$1.99M	Hold	39,970	–	–	0.04%	234
2022 Q4	$1.71K	Hold	39,970	–	–	﹤0.01%	715
2022 Q3	$1.71M	Hold	39,970	–	–	0.02%	235
2022 Q2	$1.84M	Buy	+39,970	New	+$2M	0.02%	240

Other funds holding SPGM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 $436M AUM 21.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cresset Asset Management's SPGM Position: Q1 2026 in Review

Cresset Asset Management held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q1 2026 at 39,970 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #469.

Cresset Asset Management first reported a position in SPGM in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.18M in Q3 2024. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

Cresset Asset Management held 39,970 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $3.03M as of Q1 2026.
Cresset Asset Management left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #469 holding.
Cresset Asset Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
Cresset Asset Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $5.18M in Q3 2024.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.