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Harbour Investments’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Harbour Investments’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
2025
Q2 		– Sell
-22
Closed -$1.4K – 3712
2025
Q1 		$1.4K Buy
22
+2
+10% +$129 ﹤0.01% 3164
2024
Q4 		$1.29K Buy
20
+3
+18% +$195 ﹤0.01% 3112
2024
Q3 		$1.11K Hold
17
– – ﹤0.01% 3072
2024
Q2 		$1.04K Hold
17
– – ﹤0.01% 2988
2024
Q1 		$1.01K Buy
+17
New +$969 ﹤0.01% 2923

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Harbour Investments's SPGM Position: Q2 2025 in Review

Harbour Investments sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2025, closing a stake of 22 shares — an estimated $1.4K sold.

Harbour Investments first reported a position in SPGM in Q1 2024 and held it in 5 quarters. The position peaked at $1.4K in Q1 2025. 137 funds tracked by Wall St. Rank hold SPGM as of Q2 2025.

  • Harbour Investments reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Harbour Investments sold 22 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2025, an estimated $1.4K.
  • Harbour Investments first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2024 and held it in 5 quarters.
  • Harbour Investments's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.4K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.