Great Waters Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Great Waters Wealth Management’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	$2.61M	Sell	30,490 -1,002	-3%	-$83.6K	0.24%	21
2026 Q1	$2.38M	Sell	31,492 -516	-2%	-$40.4K	0.25%	22
2025 Q4	$2.46M	Buy	32,008 +974	+3%	+$74K	0.27%	21
2025 Q3	$2.32M	Sell	31,034 -5,845	-16%	-$419K	0.27%	23
2025 Q2	$2.54M	Sell	36,879 -1,081	-3%	-$69.4K	0.33%	20
2025 Q1	$2.37M	Sell	37,960 -619	-2%	-$39.9K	0.33%	20
2024 Q4	$2.44M	Buy	38,579 +130	+0.3%	+$8.43K	0.31%	20
2024 Q3	$2.49M	Sell	38,449 -913	-2%	-$56.6K	0.34%	19
2024 Q2	$2.39M	Sell	39,362 -652	-2%	-$38.8K	0.37%	19
2024 Q1	$2.39M	Sell	40,014 -594	-1%	-$33.8K	0.39%	22
2023 Q4	$2.22M	Sell	40,608 -6,427	-14%	-$334K	0.39%	23
2023 Q3	$2.36M	Sell	47,035 -1,036	-2%	-$54.2K	0.47%	21
2023 Q2	$2.52M	Sell	48,071 -2,770	-5%	-$140K	0.5%	21
2023 Q1	$2.56M	Sell	50,841 -2,347	-4%	-$115K	0.54%	20
2022 Q4	$2.65M	Buy	+53,188	New	+$2.47M	0.57%	21

Other funds holding SPGM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Great Waters Wealth Management's SPGM Position: Q2 2026 in Review

Great Waters Wealth Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 3.2% in Q2 2026, selling an estimated $83.6K and leaving 30,490 shares worth $2.61M. The position accounts for 0.24% of the portfolio, ranked #21.

Great Waters Wealth Management first reported a position in SPGM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.65M in Q4 2022. 60 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Great Waters Wealth Management held 30,490 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.61M as of Q2 2026.
Great Waters Wealth Management sold 1,002 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $83.6K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.24% of Great Waters Wealth Management's portfolio in Q2 2026, its #21 holding.
Great Waters Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Great Waters Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.65M in Q4 2022.
60 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.