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Jacobi Capital Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Jacobi Capital 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 		$259K Sell
3,025
-1,644
-35% -$137K 0.01% 589
2026
Q1 		$353K Buy
4,669
+302
+7% +$23.7K 0.02% 502
2025
Q4 		$335K Buy
4,367
+35
+0.8% +$2.66K 0.02% 496
2025
Q3 		$324K Sell
4,332
-1,449
-25% -$104K 0.02% 496
2025
Q2 		$399K Buy
5,781
+982
+20% +$63K 0.03% 437
2025
Q1 		$300K Buy
4,799
+1,265
+36% +$81.6K 0.02% 482
2024
Q4 		$224K Buy
3,534
+371
+12% +$24.1K 0.02% 538
2024
Q3 		$205K Sell
3,163
-913
-22% -$56.6K 0.02% 545
2024
Q2 		$248K Sell
4,076
-11,709
-74% -$697K 0.02% 458
2024
Q1 		$942K Buy
15,785
+2,032
+15% +$116K 0.09% 212
2023
Q4 		$761K Buy
13,753
+827
+6% +$42.9K 0.08% 227
2023
Q3 		$653K Buy
12,926
+1,154
+10% +$60.4K 0.07% 240
2023
Q2 		$616K Buy
11,772
+269
+2% +$13.6K 0.07% 248
2023
Q1 		$574K Sell
11,503
-1,358
-11% -$66.5K 0.07% 249
2022
Q4 		$600K Buy
12,861
+2,128
+20% +$98.7K 0.08% 236
2022
Q3 		$459K Buy
10,733
+868
+9% +$41.1K 0.06% 262
2022
Q2 		$454K Buy
9,865
+384
+4% +$19.2K 0.06% 269
2022
Q1 		$520K Sell
9,481
-193
-2% -$10.6K 0.06% 257
2021
Q4 		$560K Buy
9,674
+1,362
+16% +$78K 0.07% 249
2021
Q3 		$455K Buy
8,312
+506
+6% +$28.4K 0.06% 269
2021
Q2 		$433K Sell
7,806
-54
-0.7% -$2.95K 0.06% 260
2021
Q1 		$412K Buy
7,860
+5,363
+215% +$275K 0.06% 247
2020
Q4 		$122K Buy
2,497
+444
+22% +$20.5K 0.02% 379
2020
Q3 		$89K Buy
2,053
+134
+7% +$5.72K 0.02% 400
2020
Q2 		$76K Sell
1,919
-18,634
-91% -$697K 0.01% 402
2020
Q1 		$691K Buy
+20,553
New +$821K 0.15% 116

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

Jacobi Capital Management's SPGM Position: Q2 2026 in Review

Jacobi Capital Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 35% in Q2 2026, selling an estimated $137K and leaving 3,025 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #589.

Jacobi Capital Management first reported a position in SPGM in Q1 2020 and has held it in 26 quarters since. The position peaked at $942K in Q1 2024. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Jacobi Capital Management held 3,025 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $259K as of Q2 2026.
  • Jacobi Capital Management sold 1,644 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $137K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #589 holding.
  • Jacobi Capital Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • Jacobi Capital Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $942K in Q1 2024.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.