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Peak Financial Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Peak Financial 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
Q2 		$31.3M Buy
365,097
+670
+0.2% +$55.9K 7.18% 3
2026
Q1 		$27.6M Sell
364,427
-5,275
-1% -$413K 7% 3
2025
Q4 		$28.4M Sell
369,702
-1,746
-0.5% -$133K 7.31% 3
2025
Q3 		$27.8M Sell
371,448
-2,042
-0.5% -$146K 7.36% 3
2025
Q2 		$25.8M Buy
373,490
+1,208
+0.3% +$77.6K 7.33% 3
2025
Q1 		$23.2M Sell
372,282
-3,425
-0.9% -$221K 6.96% 3
2024
Q4 		$23.8M Sell
375,707
-644
-0.2% -$41.8K 7.13% 3
2024
Q3 		$24.4M Buy
376,351
+869
+0.2% +$53.9K 7.16% 3
2024
Q2 		$22.8M Buy
375,482
+2,274
+0.6% +$135K 7.14% 3
2024
Q1 		$22.3M Buy
373,208
+2,969
+0.8% +$169K 7.06% 3
2023
Q4 		$20.5M Sell
370,239
-8,225
-2% -$427K 6.88% 3
2023
Q3 		$19.1M Buy
378,464
+8,117
+2% +$425K 6.95% 3
2023
Q2 		$19.4M Sell
370,347
-2,875
-0.8% -$146K 6.9% 2
2023
Q1 		$18.6M Buy
373,222
+1,031
+0.3% +$50.5K 6.92% 2
2022
Q4 		$17.4M Sell
372,191
-1,178
-0.3% -$54.7K 6.83% 2
2022
Q3 		$16M Buy
373,369
+3,589
+1% +$170K 6.66% 2
2022
Q2 		$17M Buy
369,780
+4,202
+1% +$210K 6.54% 2
2022
Q1 		$20M Buy
365,578
+5,475
+2% +$299K 6.71% 2
2021
Q4 		$20.8M Sell
360,103
-5,650
-2% -$324K 6.74% 2
2021
Q3 		$20M Buy
365,753
+960
+0.3% +$53.9K 6.79% 2
2021
Q2 		$20.3M Buy
364,793
+2,959
+0.8% +$162K 6.88% 2
2021
Q1 		$18.9M Sell
361,834
-2,268
-0.6% -$116K 6.86% 2
2020
Q4 		$17.7M Buy
364,102
+8,021
+2% +$371K 6.68% 2
2020
Q3 		$15.4M Buy
356,081
+7,060
+2% +$301K 6.65% 2
2020
Q2 		$13.9M Sell
349,021
-23,215
-6% -$868K 6.53% 2
2020
Q1 		$12.5M Buy
372,236
+26,508
+8% +$1.06M 6.39% 3
2019
Q4 		$14.8M Buy
345,728
+1,345
+0.4% +$55.8K 6.33% 4
2019
Q3 		$13.7M Buy
344,383
+4,619
+1% +$183K 6.11% 3
2019
Q2 		$13.6M Buy
339,764
+8,226
+2% +$325K 6.1% 4
2019
Q1 		$12.9M Buy
331,538
+44,910
+16% +$1.7M 5.95% 4
2018
Q4 		$9.98M Buy
286,628
+34,260
+14% +$1.28M 4.91% 6
2018
Q3 		$10.2M Buy
252,368
+65,638
+35% +$2.62M 4.6% 6
2018
Q2 		$7.21M Buy
186,730
+73,692
+65% +$2.9M 3.33% 12
2018
Q1 		$4.42M Buy
113,038
+101,920
+917% +$4.08M 2.1% 20
2017
Q4 		$438K Buy
11,118
+430
+4% +$16.6K 0.17% 38
2017
Q3 		$403K Buy
10,688
+138
+1% +$5.07K 0.16% 37
2017
Q2 		$379K Buy
10,550
+2
+0% +$71 0.15% 32
2017
Q1 		$366K Buy
10,548
+1,380
+15% +$46.9K 0.15% 32
2016
Q4 		$300K Buy
+9,168
New +$300K 0.13% 30

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

Peak Financial Management's SPGM Position: Q2 2026 in Review

Peak Financial Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.18% in Q2 2026, buying an estimated $55.9K and bringing the position to 365,097 shares worth $31.3M. The position accounts for 7.18% of the portfolio, ranked #3.

Peak Financial Management first reported a position in SPGM in Q4 2016 and has held it in 39 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Peak Financial Management held 365,097 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $31.3M as of Q2 2026.
  • Peak Financial Management bought 670 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $55.9K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 7.18% of Peak Financial Management's portfolio in Q2 2026, its #3 holding.
  • Peak Financial Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2016 and has held it in 39 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 Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.