GRP
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Global Retirement Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Global Retirement 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 		$432K Buy
+5,037
New +$420K 0.01% 1111
2025
Q4 		$356K Buy
4,647
+2,763
+147% +$210K 0.01% 1142
2025
Q3 		$141K Buy
1,884
+552
+41% +$39.6K ﹤0.01% 1349
2025
Q2 		$91.9K Buy
+1,332
New +$85.5K ﹤0.01% 1481
2024
Q4 		$78.9K Buy
1,246
+13
+1% +$843 ﹤0.01% 1389
2024
Q3 		$79.8K Hold
1,233
– – ﹤0.01% 1340
2024
Q2 		$74.9K Buy
1,233
+12
+1% +$714 ﹤0.01% 1336
2024
Q1 		$72.9K Hold
1,221
– – ﹤0.01% 1230
2023
Q4 		$66.8K Buy
1,221
+143
+13% +$7.42K ﹤0.01% 1227
2023
Q3 		$53.4K Hold
1,078
– – ﹤0.01% 1240
2023
Q2 		$56.4K Buy
1,078
+12
+1% +$608 ﹤0.01% 1211
2023
Q1 		$53.1K Buy
+1,066
New +$52.2K ﹤0.01% 1207
2021
Q4 		– Sell
-52
Closed -$3K – 1567
2021
Q3 		$3K Buy
52
+14
+37% +$786 ﹤0.01% 1774
2021
Q2 		$2K Buy
38
+18
+90% +$984 ﹤0.01% 1753
2021
Q1 		$1K Buy
+20
New +$1.03K ﹤0.01% 1741
2020
Q2 		– Sell
-22
Closed -$1K – 1718
2020
Q1 		$1K Hold
22
– – ﹤0.01% 1522
2019
Q4 		$1K Hold
22
– – ﹤0.01% 1564
2019
Q3 		$1K Sell
22
-22
-50% -$874 ﹤0.01% 1549
2019
Q2 		$2K Hold
44
– – ﹤0.01% 1456
2019
Q1 		$2K Sell
44
-20
-31% -$756 ﹤0.01% 1409
2018
Q4 		$2K Hold
64
– – ﹤0.01% 1352
2018
Q3 		$3K Hold
64
– – ﹤0.01% 1354
2018
Q2 		$2K Hold
64
– – ﹤0.01% 1405
2018
Q1 		$3K Hold
64
– – ﹤0.01% 1285
2017
Q4 		$3K Buy
+64
New +$2.48K ﹤0.01% 1251

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

Global Retirement Partners's SPGM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026: 5,037 shares worth $432K. The stake represents 0.01% of the portfolio and ranks #1111 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPGM as recently as Q4 2025.

Global Retirement Partners first reported a position in SPGM in Q4 2017 and has held it in 25 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Global Retirement Partners held 5,037 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $432K as of Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1111 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2017 and has held it in 25 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.