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 Q3	$1.14M	Sell	13,146 -57	-0.4%	-$4.94K	0.03%	323
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

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

CX Institutional's SPGM Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.43% in Q3 2026, selling an estimated $4.94K and leaving 13,146 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #323.

CX Institutional first reported a position in SPGM in Q2 2021 and has held it in 14 quarters since. The position peaked at $14.1M in Q1 2024. 42 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

CX Institutional held 13,146 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.14M as of Q3 2026.
CX Institutional sold 57 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $4.94K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.03% of CX Institutional's portfolio in Q3 2026, its #323 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 14 quarters since.
CX Institutional's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $14.1M in Q1 2024.
42 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.