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

Horizon 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
2026
Q2 		$144K Sell
1,683
-1,683
-50% -$140K ﹤0.01% 1067
2026
Q1 		$255K Buy
3,366
+1,612
+92% +$126K ﹤0.01% 946
2025
Q4 		$135K Buy
+1,754
New +$133K ﹤0.01% 1020

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

Horizon Investments's SPGM Position: Q2 2026 in Review

Horizon Investments reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 50% in Q2 2026, selling an estimated $140K and leaving 1,683 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Horizon Investments first reported a position in SPGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q1 2026. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Horizon Investments held 1,683 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $144K as of Q2 2026.
  • Horizon Investments sold 1,683 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $140K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1067 holding.
  • Horizon Investments first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Horizon Investments's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $255K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.