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Destiny Wealth Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Destiny Wealth Partners’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 		$4.99M Sell
58,627
-3,556
-6% -$297K 0.7% 41
2026
Q1 		$4.71M Sell
62,183
-1,373
-2% -$108K 0.51% 53
2025
Q4 		$5.04M Buy
63,556
+325
+0.5% +$24.7K 0.58% 50
2025
Q3 		$4.74M Buy
63,231
+5,213
+9% +$374K 0.58% 51
2025
Q2 		$4M Buy
58,018
+3,420
+6% +$220K 0.54% 55
2025
Q1 		$3.41M Buy
54,598
+9,430
+21% +$608K 0.54% 57
2024
Q4 		$2.86M Buy
45,168
+1,436
+3% +$93.1K 0.47% 59
2024
Q3 		$2.83M Buy
43,732
+2,508
+6% +$155K 0.5% 54
2024
Q2 		$2.51M Buy
41,224
+443
+1% +$26.4K 0.45% 57
2024
Q1 		$2.43M Sell
40,781
-17,074
-30% -$973K 0.44% 56
2023
Q4 		$3.15M Buy
57,855
+3,379
+6% +$175K 0.59% 53
2023
Q3 		$2.75M Buy
54,476
+5,581
+11% +$292K 0.56% 53
2023
Q2 		$2.62M Buy
48,895
+12,379
+34% +$627K 0.5% 59
2023
Q1 		$1.82M Buy
36,516
+1,444
+4% +$70.7K 0.38% 58
2022
Q4 		$1.64M Sell
35,072
-1,591
-4% -$73.8K 0.35% 61
2022
Q3 		$1.57M Buy
36,663
+183
+0.5% +$8.67K 0.35% 62
2022
Q2 		$1.68M Sell
36,480
-5,588
-13% -$279K 0.37% 60
2022
Q1 		$2.31M Buy
42,068
+6,098
+17% +$334K 0.45% 54
2021
Q4 		$2.08M Buy
35,970
+2,954
+9% +$169K 0.4% 59
2021
Q3 		$1.81M Buy
33,016
+3,473
+12% +$195K 0.36% 62
2021
Q2 		$1.64M Buy
29,543
+3,893
+15% +$213K 0.31% 69
2021
Q1 		$1.34M Buy
25,650
+529
+2% +$27.1K 0.28% 67
2020
Q4 		$1.22M Buy
+25,121
New +$1.16M 0.26% 65

Other funds holding SPGM

LPL Financial
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
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
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
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Destiny Wealth Partners's SPGM Position: Q2 2026 in Review

Destiny Wealth Partners reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 5.7% in Q2 2026, selling an estimated $297K and leaving 58,627 shares worth $4.99M. The position accounts for 0.7% of the portfolio, ranked #41.

Destiny Wealth Partners first reported a position in SPGM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.04M in Q4 2025. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Destiny Wealth Partners held 58,627 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $4.99M as of Q2 2026.
  • Destiny Wealth Partners sold 3,556 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $297K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.7% of Destiny Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Destiny Wealth Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $5.04M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.