CX Institutional’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

CX Institutional’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	$1.13M	Sell	13,203 -873	-6%	-$72.8K	0.03%	319
2026 Q1	$1.07M	Sell	14,076 -129	-0.9%	-$10.1K	0.03%	331
2025 Q4	$1.09M	Sell	14,205 -885	-6%	-$67.3K	0.03%	276
2025 Q3	$1.13M	Sell	15,090 -325	-2%	-$23.3K	0.03%	284
2025 Q2	$1.06M	Sell	15,415 -729	-5%	-$46.8K	0.04%	259
2025 Q1	$1.01M	Sell	16,144 -2,231	-12%	-$144K	0.04%	267
2024 Q4	$1.16M	Sell	18,375 -1,702	-8%	-$110K	0.05%	234
2024 Q3	$1.3M	Sell	20,077 -209,930	-91%	-$13M	0.06%	248
2024 Q2	$14M	Sell	230,007 -6,405	-3%	-$381K	0.66%	44
2024 Q1	$14.1M	Buy	236,412 +160,956	+213%	+$9.17M	0.68%	40
2023 Q4	$4.18M	Buy	+75,456	New	+$3.92M	0.22%	117
2021 Q4	–	Sell	-56,179	Closed	-$3.08M	–	817
2021 Q3	$3.08M	Sell	56,179 -69,926	-55%	-$3.93M	0.25%	102
2021 Q2	$7M	Buy	+126,105	New	+$6.89M	0.58%	43

Other funds holding SPGM

SFA

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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CX Institutional's SPGM Position: Q2 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 6.2% in Q2 2026, selling an estimated $72.8K and leaving 13,203 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #319.

CX Institutional first reported a position in SPGM in Q2 2021 and has held it in 13 quarters since. The position peaked at $14.1M in Q1 2024. 39 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

CX Institutional held 13,203 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.13M as of Q2 2026.
CX Institutional sold 873 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $72.8K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.03% of CX Institutional's portfolio in Q2 2026, its #319 holding.
CX Institutional first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2021 and has held it in 13 quarters since.
CX Institutional's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $14.1M in Q1 2024.
39 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.