Midwest Capital Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Midwest Capital Advisors’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	$20K	Buy	233 +2	+0.9%	+$167	0.01%	133
2026 Q1	$17.5K	Hold	231	–	–	0.01%	141
2025 Q4	$17.7K	Buy	231 +2	+0.9%	+$152	0.01%	134
2025 Q3	$17.1K	Hold	229	–	–	0.01%	133
2025 Q2	$15.8K	Hold	229	–	–	0.01%	137
2025 Q1	$14.3K	Hold	229	–	–	0.01%	142
2024 Q4	$14.5K	Buy	+229	New	+$14.9K	0.01%	145

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

Midwest Capital Advisors's SPGM Position: Q2 2026 in Review

Midwest Capital Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.87% in Q2 2026, buying an estimated $167 and bringing the position to 233 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #133.

Midwest Capital Advisors first reported a position in SPGM in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Midwest Capital Advisors held 233 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $20K as of Q2 2026.
Midwest Capital Advisors bought 2 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $167.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #133 holding.
Midwest Capital Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and has held it in 7 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 Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.