Sigma Planning Corp’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Sigma Planning Corp’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 Q3	$663K	Sell	8,742 -9,377	-52%	-$812K	0.02%	736
2026 Q2	$1.55M	Sell	18,119 -1,550	-8%	-$129K	0.04%	444
2026 Q1	$1.49M	Buy	19,669 +10,131	+106%	+$794K	0.04%	422
2025 Q4	$732K	Sell	9,538 -149	-2%	-$11.3K	0.02%	647
2025 Q3	$726K	Buy	+9,687	New	+$695K	0.02%	658
2022 Q2	–	Sell	-3,785	Closed	-$207K	–	1419
2022 Q1	$207K	Buy	+3,785	New	+$207K	0.01%	1247

Other funds holding SPGM

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Sigma Planning Corp's SPGM Position: Q3 2026 in Review

Sigma Planning Corp reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 52% in Q3 2026, selling an estimated $812K and leaving 8,742 shares worth $663K. The position accounts for 0.02% of the portfolio, ranked #736.

Sigma Planning Corp first reported a position in SPGM in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2026. 42 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

Sigma Planning Corp held 8,742 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $663K as of Q3 2026.
Sigma Planning Corp sold 9,377 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $812K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #736 holding.
Sigma Planning Corp first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2022 and has held it in 6 quarters since.
Sigma Planning Corp's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.55M in Q2 2026.
42 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.