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James Investment Research’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

James Investment Research’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 		$603K Buy
+7,044
New +$587K 0.06% 249

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

James Investment Research's SPGM Position: Q2 2026 in Review

James Investment Research opened a new position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026: 7,044 shares worth $603K. The stake represents 0.06% of the portfolio and ranks #249 among its holdings.

180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • James Investment Research held 7,044 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $603K as of Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF was a new James Investment Research position in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.06% of James Investment Research's portfolio in Q2 2026, its #249 holding.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.