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

Optima Capital’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
-52
Closed -$3.99K – 1123
2025
Q4 		$3.99K Buy
+52
New +$3.95K ﹤0.01% 650

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $3.16B AUM 19.52% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Optima Capital's SPGM Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2026, closing a stake of 52 shares — an estimated $3.99K sold.

Optima Capital first reported a position in SPGM in Q4 2025 and held it in 1 quarter. The position peaked at $3.99K in Q4 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Optima Capital reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 52 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $3.99K.
  • Optima Capital first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3.99K 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 Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.