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

Joseph Group 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 		$26K Hold
303
– – 0.01% 196
2026
Q1 		$22.9K Sell
303
-36
-11% -$2.82K 0.01% 170
2025
Q4 		$26K Sell
339
-605
-64% -$46K 0.01% 113
2025
Q3 		$70.7K Sell
944
-263
-22% -$18.9K 0.02% 73
2025
Q2 		$83.3K Sell
1,207
-730
-38% -$46.9K 0.03% 66
2025
Q1 		$121K Sell
1,937
-164
-8% -$10.6K 0.05% 57
2024
Q4 		$133K Sell
2,101
-497
-19% -$32.2K 0.05% 56
2024
Q3 		$168K Sell
2,598
-68
-3% -$4.21K 0.06% 56
2024
Q2 		$162K Hold
2,666
– – 0.08% 52
2024
Q1 		$159K Sell
2,666
-48
-2% -$2.73K 0.08% 52
2023
Q4 		$150K Hold
2,714
– – 0.09% 51
2023
Q3 		$137K Hold
2,714
– – 0.1% 49
2023
Q2 		$142K Hold
2,714
– – 0.12% 49
2023
Q1 		$135K Hold
2,714
– – 0.12% 51
2022
Q4 		$127K Hold
2,714
– – 0.12% 57
2022
Q3 		$116K Sell
2,714
-816
-23% -$38.7K 0.13% 48
2022
Q2 		$162K Sell
3,530
-50
-1% -$2.5K 0.16% 49
2022
Q1 		$196K Sell
3,580
-192
-5% -$10.5K 0.2% 50
2021
Q4 		$218K Buy
+3,772
New +$216K 0.21% 51

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

Joseph Group Capital Management's SPGM Position: Q2 2026 in Review

Joseph Group Capital Management held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 303 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #196.

Joseph Group Capital Management first reported a position in SPGM in Q4 2021 and has held it in 19 quarters since. The position peaked at $218K in Q4 2021. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Joseph Group Capital Management held 303 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $26K as of Q2 2026.
  • Joseph Group Capital Management left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #196 holding.
  • Joseph Group Capital Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Joseph Group Capital Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $218K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.