Flagship Harbor Advisors
SPGM icon

Flagship Harbor Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Flagship Harbor Advisors’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 		$2.26M Buy
26,129
+1,842
+8% +$160K 0.08% 207
2026
Q2 		$2.08M Buy
24,287
+583
+2% +$48.6K 0.08% 218
2026
Q1 		$1.79M Buy
23,704
+180
+0.8% +$14.1K 0.08% 216
2025
Q4 		$1.8M Buy
23,524
+436
+2% +$33.1K 0.09% 203
2025
Q3 		$1.73M Sell
23,088
-574
-2% -$41.2K 0.08% 223
2025
Q2 		$1.63M Sell
23,662
-426
-2% -$27.3K 0.08% 226
2025
Q1 		$1.5M Buy
24,088
+204
+0.9% +$13.2K 0.08% 223
2024
Q4 		$1.51M Sell
23,884
-22,082
-48% -$1.43M 0.08% 215
2024
Q3 		$2.98M Sell
45,966
-1,355
-3% -$84K 0.16% 129
2024
Q2 		$2.88M Buy
47,321
+6,410
+16% +$381K 0.17% 128
2024
Q1 		$2.44M Buy
+40,911
New +$2.33M 0.16% 136
2023
Q4 		– Sell
-131,188
Closed -$6.62M – 668
2023
Q3 		$6.62M Buy
+131,188
New +$6.87M 0.55% 34
2023
Q1 		– Sell
-12,504
Closed -$583K – 651
2022
Q4 		$583K Buy
12,504
+7,031
+128% +$326K 0.06% 294
2022
Q3 		$234K Buy
5,473
+213
+4% +$10.1K 0.03% 512
2022
Q2 		$242K Buy
5,260
+1,367
+35% +$68.3K 0.03% 514
2022
Q1 		$213K Buy
+3,893
New +$213K 0.02% 579
2021
Q1 		– Sell
-9,923
Closed -$483K – 647
2020
Q4 		$483K Buy
9,923
+7,341
+284% +$339K 0.06% 316
2020
Q3 		$111K Sell
2,582
-1
-0% -$43 0.02% 624
2020
Q2 		$102K Sell
2,583
-82
-3% -$3.07K 0.02% 645
2020
Q1 		$90K Buy
2,665
+2,107
+378% +$84.1K 0.02% 579
2019
Q4 		$24K Buy
+558
New +$23.2K ﹤0.01% 1055

Other funds holding SPGM

Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Foronjy Financial
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
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Flagship Harbor Advisors's SPGM Position: Q3 2026 in Review

Flagship Harbor Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 7.6% in Q3 2026, buying an estimated $160K and bringing the position to 26,129 shares worth $2.26M. The position accounts for 0.08% of the portfolio, ranked #207.

Flagship Harbor Advisors first reported a position in SPGM in Q4 2019 and has held it in 21 quarters since. The position peaked at $6.62M in Q3 2023. 45 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

  • Flagship Harbor Advisors held 26,129 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.26M as of Q3 2026.
  • Flagship Harbor Advisors bought 1,842 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $160K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.08% of Flagship Harbor Advisors's portfolio in Q3 2026, its #207 holding.
  • Flagship Harbor Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2019 and has held it in 21 quarters since.
  • Flagship Harbor Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $6.62M in Q3 2023.
  • 45 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Flagship Harbor Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.