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 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

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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

Sigma Planning Corp's SPGM Position: Q2 2026 in Review

Sigma Planning Corp reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 7.9% in Q2 2026, selling an estimated $129K and leaving 18,119 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #444.

Sigma Planning Corp first reported a position in SPGM in Q1 2022 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Sigma Planning Corp held 18,119 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.55M as of Q2 2026.
Sigma Planning Corp sold 1,550 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $129K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #444 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 5 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 Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.