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 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

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

McCarter Private Wealth Services's SPGM Position: Q2 2026 in Review

McCarter Private Wealth Services held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 3,275 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #152.

McCarter Private Wealth Services first reported a position in SPGM in Q3 2024 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

McCarter Private Wealth Services held 3,275 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $281K as of Q2 2026.
McCarter Private Wealth Services 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 0.1% of McCarter Private Wealth Services's portfolio in Q2 2026, its #152 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 8 quarters since.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.