McCarter Private Wealth Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

McCarter Private Wealth Services’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 Q3	$283K	Hold	3,275	–	–	0.1%	146
2026 Q2	$281K	Hold	3,275	–	–	0.1%	152
2026 Q1	$248K	Hold	3,275	–	–	0.11%	150
2025 Q4	$251K	Hold	3,275	–	–	0.11%	142
2025 Q3	$245K	Hold	3,275	–	–	0.13%	116
2025 Q2	$226K	Hold	3,275	–	–	0.13%	108
2025 Q1	$204K	Hold	3,275	–	–	0.13%	100
2024 Q4	$207K	Hold	3,275	–	–	0.13%	100
2024 Q3	$212K	Buy	+3,275	New	+$203K	0.13%	97

Other funds holding SPGM

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

McCarter Private Wealth Services's SPGM Position: Q3 2026 in Review

McCarter Private Wealth Services held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q3 2026 at 3,275 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #146.

McCarter Private Wealth Services first reported a position in SPGM in Q3 2024 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

McCarter Private Wealth Services held 3,275 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $283K as of Q3 2026.
McCarter Private Wealth Services left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.1% of McCarter Private Wealth Services's portfolio in Q3 2026, its #146 holding.
McCarter Private Wealth Services first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
42 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.