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

MidAtlantic 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 Q1	–	Sell	-237	Closed	-$18.2K	–	198
2025 Q4	$18.2K	Buy	+237	New	+$18K	0.01%	186
2025 Q1	–	Sell	-237	Closed	-$15K	–	201
2024 Q4	$15K	Hold	237	–	–	0.01%	193
2024 Q3	$15.3K	Hold	237	–	–	0.01%	191
2024 Q2	$14.4K	Hold	237	–	–	0.01%	183
2024 Q1	$14.1K	Buy	237 +193	+439%	+$11K	0.01%	194
2023 Q4	$2.44K	Buy	+44	New	+$2.28K	﹤0.01%	229

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

MidAtlantic Capital Management's SPGM Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2026, closing a stake of 237 shares — an estimated $18.2K sold.

MidAtlantic Capital Management first reported a position in SPGM in Q4 2023 and held it in 6 quarters. The position peaked at $18.2K in Q4 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

MidAtlantic Capital Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 237 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $18.2K.
MidAtlantic Capital Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $18.2K in Q4 2025.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.