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Merit Financial Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Merit Financial Group’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 		$803K Buy
9,374
+56
+0.6% +$4.67K ﹤0.01% 1196
2026
Q1 		$705K Sell
9,318
-134
-1% -$10.5K 0.01% 1167
2025
Q4 		$725K Buy
9,452
+106
+1% +$8.06K 0.01% 1089
2025
Q3 		$700K Sell
9,346
-2,331
-20% -$167K 0.01% 1008
2025
Q2 		$806K Sell
11,677
-152
-1% -$9.76K 0.01% 889
2025
Q1 		$738K Hold
11,829
– – 0.01% 774
2024
Q4 		$749K Sell
11,829
-3,916
-25% -$254K 0.01% 583
2024
Q3 		$1.02M Hold
15,745
– – 0.02% 424
2024
Q2 		$957K Sell
15,745
-461
-3% -$27.4K 0.02% 424
2024
Q1 		$953K Sell
16,206
-874
-5% -$49.8K 0.02% 412
2023
Q4 		$945K Sell
17,080
-1,095
-6% -$56.8K 0.03% 329
2023
Q3 		$918K Sell
18,175
-2,739
-13% -$143K 0.03% 337
2023
Q2 		$1.09M Sell
20,914
-6,995
-25% -$354K 0.04% 320
2023
Q1 		$1.39M Sell
27,909
-40,896
-59% -$2M 0.05% 242
2022
Q4 		$3.21M Buy
68,805
+61,234
+809% +$2.84M 0.12% 135
2022
Q3 		$324K Buy
7,571
+747
+11% +$35.4K 0.01% 424
2022
Q2 		$314K Buy
+6,824
New +$341K 0.01% 443

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

Merit Financial Group's SPGM Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.6% in Q2 2026, buying an estimated $4.67K and bringing the position to 9,374 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Merit Financial Group first reported a position in SPGM in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.21M in Q4 2022. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Merit Financial Group held 9,374 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $803K as of Q2 2026.
  • Merit Financial Group bought 56 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $4.67K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1196 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3.21M in Q4 2022.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.