Koshinski Asset Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Koshinski Asset 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	$403K	Sell	4,707 -79	-2%	-$6.59K	0.02%	523
2026 Q1	$362K	Hold	4,786	–	–	0.02%	522
2025 Q4	$367K	Sell	4,786 -8	-0.2%	-$608	0.02%	511
2025 Q3	$359K	Sell	4,794 -76	-2%	-$5.45K	0.02%	515
2025 Q2	$336K	Buy	4,870 +86	+2%	+$5.52K	0.03%	500
2025 Q1	$299K	Hold	4,784	–	–	0.03%	496
2024 Q4	$303K	Buy	4,784 +6	+0.1%	+$389	0.03%	482
2024 Q3	$309K	Hold	4,778	–	–	0.03%	482
2024 Q2	$296K	Buy	4,778 +1,307	+38%	+$77.8K	0.03%	462
2024 Q1	$207K	Buy	+3,471	New	+$198K	0.02%	534
2023 Q4	–	Sell	-5,260	Closed	-$266K	–	622
2023 Q3	$266K	Sell	5,260 -74	-1%	-$3.87K	0.03%	453
2023 Q2	$279K	Sell	5,334 -1,633	-23%	-$82.7K	0.03%	472
2023 Q1	$347K	Sell	6,967 -538	-7%	-$26.3K	0.03%	398
2022 Q4	$350K	Sell	7,505 -51	-0.7%	-$2.37K	0.03%	428
2022 Q3	$323K	Buy	7,556 +69	+0.9%	+$3.27K	0.04%	400
2022 Q2	$344K	Sell	7,487 -98	-1%	-$4.9K	0.03%	439
2022 Q1	$416K	Buy	7,585 +190	+3%	+$10.4K	0.03%	423
2021 Q4	$428K	Buy	7,395 +65	+0.9%	+$3.72K	0.03%	426
2021 Q3	$401K	Buy	7,330 +2,444	+50%	+$137K	0.03%	436
2021 Q2	$271K	Sell	4,886 -841	-15%	-$46K	0.03%	459
2021 Q1	$300K	Buy	5,727 +980	+21%	+$50.3K	0.03%	475
2020 Q4	$231K	Sell	4,747 -523	-10%	-$24.2K	0.03%	489
2020 Q3	$238K	Sell	5,270 -182	-3%	-$7.77K	0.03%	446
2020 Q2	$217K	Buy	+5,452	New	+$204K	0.04%	446
2020 Q1	–	Sell	-5,084	Closed	-$217K	–	514
2019 Q4	$217K	Buy	+5,084	New	+$211K	0.04%	466
2018 Q4	–	Sell	-5,306	Closed	-$215K	–	502
2018 Q3	$215K	Buy	+5,306	New	+$211K	0.03%	492

Other funds holding SPGM

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Koshinski Asset Management's SPGM Position: Q2 2026 in Review

Koshinski Asset Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.7% in Q2 2026, selling an estimated $6.59K and leaving 4,707 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #523.

Koshinski Asset Management first reported a position in SPGM in Q3 2018 and has held it in 26 quarters since. The position peaked at $428K in Q4 2021. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Koshinski Asset Management held 4,707 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $403K as of Q2 2026.
Koshinski Asset Management sold 79 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $6.59K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #523 holding.
Koshinski Asset Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2018 and has held it in 26 quarters since.
Koshinski Asset Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $428K 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 Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.