Rothschild Investment LLC’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Rothschild Investment LLC’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	$32.9K	Buy	384 +3	+0.8%	+$250	﹤0.01%	1366
2026 Q1	$28.8K	Hold	381	–	–	﹤0.01%	1281
2025 Q4	$29.2K	Buy	381 +5	+1%	+$380	﹤0.01%	1197
2025 Q3	$28.2K	Hold	376	–	–	﹤0.01%	1154
2025 Q2	$26K	Buy	376 +3	+0.8%	+$193	﹤0.01%	961
2025 Q1	$23.3K	Hold	373	–	–	﹤0.01%	959
2024 Q4	$23.6K	Buy	373 +4	+1%	+$259	﹤0.01%	963
2024 Q3	$23.9K	Sell	369 -200	-35%	-$12.4K	﹤0.01%	957
2024 Q2	$34.6K	Buy	+569	New	+$33.8K	﹤0.01%	841

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

Rothschild Investment LLC's SPGM Position: Q2 2026 in Review

Rothschild Investment LLC increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.79% in Q2 2026, buying an estimated $250 and bringing the position to 384 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Rothschild Investment LLC first reported a position in SPGM in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.6K in Q2 2024. 108 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Rothschild Investment LLC held 384 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $32.9K as of Q2 2026.
Rothschild Investment LLC bought 3 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $250.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1366 holding.
Rothschild Investment LLC first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $34.6K in Q2 2024.
108 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.