Osaic Holdings
SPGM icon

Osaic Holdings’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Osaic Holdings’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 		$20M Buy
233,160
+16,945
+8% +$1.41M 0.02% 664
2026
Q1 		$16.4M Buy
216,215
+32,403
+18% +$2.54M 0.02% 654
2025
Q4 		$14.1M Buy
183,812
+55,059
+43% +$4.19M 0.02% 744
2025
Q3 		$9.41M Buy
128,753
+53,722
+72% +$3.85M 0.01% 1053
2025
Q2 		$5.18M Buy
75,031
+5,692
+8% +$365K 0.01% 1221
2025
Q1 		$4.33M Sell
69,339
-16,417
-19% -$1.06M 0.01% 1126
2024
Q4 		$5.43M Buy
85,756
+5,486
+7% +$356K 0.01% 989
2024
Q3 		$5.2M Buy
80,270
+2,276
+3% +$141K 0.01% 1013
2024
Q2 		$4.74M Buy
77,994
+24,346
+45% +$1.45M 0.01% 1029
2024
Q1 		$3.2M Buy
53,648
+12,524
+30% +$714K 0.01% 1359
2023
Q4 		$2.28M Buy
41,124
+1,460
+4% +$75.8K ﹤0.01% 1769
2023
Q3 		$2M Buy
39,664
+19,984
+102% +$1.05M ﹤0.01% 1980
2023
Q2 		$1.03M Sell
19,680
-2,097
-10% -$106K ﹤0.01% 2494
2023
Q1 		$1.09M Sell
21,777
-6,286
-22% -$308K ﹤0.01% 2376
2022
Q4 		$1.31M Sell
28,063
-1,541
-5% -$71.5K ﹤0.01% 2114
2022
Q3 		$1.27M Sell
29,604
-6,291
-18% -$298K ﹤0.01% 1999
2022
Q2 		$1.65M Buy
35,895
+2,899
+9% +$145K ﹤0.01% 1810
2022
Q1 		$1.81M Buy
32,996
+18,990
+136% +$1.04M ﹤0.01% 2010
2021
Q4 		$810K Buy
14,006
+2,869
+26% +$164K ﹤0.01% 2591
2021
Q3 		$610K Buy
11,137
+7,380
+196% +$414K ﹤0.01% 2837
2021
Q2 		$209K Buy
3,757
+2,841
+310% +$155K ﹤0.01% 3833
2021
Q1 		$49K Sell
916
-84
-8% -$4.31K ﹤0.01% 4900
2020
Q4 		$49K Sell
1,000
-1,373
-58% -$63.5K ﹤0.01% 4573
2020
Q3 		$104K Sell
2,373
-640
-21% -$27.3K ﹤0.01% 3799
2020
Q2 		$119K Buy
3,013
+640
+27% +$23.9K ﹤0.01% 3569
2020
Q1 		$79K Buy
+2,373
New +$94.8K ﹤0.01% 3655

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's SPGM Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 7.8% in Q2 2026, buying an estimated $1.41M and bringing the position to 233,160 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #664.

Osaic Holdings first reported a position in SPGM in Q1 2020 and has held it in 26 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Osaic Holdings held 233,160 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $20M as of Q2 2026.
  • Osaic Holdings bought 16,945 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $1.41M.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #664 holding.
  • Osaic Holdings first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2020 and has held it in 26 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.