Flagship Private Wealth’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Flagship Private Wealth’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	$1.08M	Sell	12,614 -477	-4%	-$39.8K	0.38%	54
2026 Q1	$991K	Sell	13,091 -220	-2%	-$17.2K	0.4%	46
2025 Q4	$1.02M	Buy	13,311 +96	+0.7%	+$7.3K	0.4%	49
2025 Q3	$990K	Buy	13,215 +817	+7%	+$58.6K	0.4%	46
2025 Q2	$855K	Buy	12,398 +66	+0.5%	+$4.24K	0.36%	42
2025 Q1	$770K	Sell	12,332 -841	-6%	-$54.2K	0.37%	46
2024 Q4	$834K	Buy	13,173 +99	+0.8%	+$6.42K	0.4%	47
2024 Q3	$847K	Sell	13,074 -730	-5%	-$45.2K	0.44%	47
2024 Q2	$839K	Buy	13,804 +124	+0.9%	+$7.38K	0.5%	36
2024 Q1	$816K	Hold	13,680	–	–	0.53%	42
2023 Q4	$757K	Buy	13,680 +139	+1%	+$7.21K	0.58%	36
2023 Q3	$684K	Buy	13,541 +514	+4%	+$26.9K	0.6%	36
2023 Q2	$682K	Buy	13,027 +150	+1%	+$7.6K	0.56%	38
2023 Q1	$642K	Sell	12,877 -33	-0.3%	-$1.62K	0.57%	35
2022 Q4	$602K	Buy	12,910 +156	+1%	+$7.24K	0.56%	37
2022 Q3	$546K	Hold	12,754	–	–	0.56%	37
2022 Q2	$587K	Buy	12,754 +135	+1%	+$6.75K	0.57%	37
2022 Q1	$692K	Buy	12,619 +32	+0.3%	+$1.75K	0.57%	38
2021 Q4	$728K	Buy	12,587 +363	+3%	+$20.8K	0.53%	39
2021 Q3	$669K	Buy	12,224 +868	+8%	+$48.7K	0.53%	39
2021 Q2	$632K	Buy	11,356 +806	+8%	+$44.1K	0.48%	40
2021 Q1	$565K	Buy	10,550 +29	+0.3%	+$1.49K	0.47%	38
2020 Q4	$521K	Buy	+10,521	New	+$486K	0.48%	38

Other funds holding SPGM

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Flagship Private Wealth's SPGM Position: Q2 2026 in Review

Flagship Private Wealth reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 3.6% in Q2 2026, selling an estimated $39.8K and leaving 12,614 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #54.

Flagship Private Wealth first reported a position in SPGM in Q4 2020 and has held it in 23 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Flagship Private Wealth held 12,614 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.08M as of Q2 2026.
Flagship Private Wealth sold 477 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $39.8K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.38% of Flagship Private Wealth's portfolio in Q2 2026, its #54 holding.
Flagship Private Wealth 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.
179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.