Signal Tree Financial Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Signal Tree Financial Partners’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	$330K	Sell	3,849 -54	-1%	-$4.5K	0.22%	33
2026 Q1	$295K	Sell	3,903 -30	-0.8%	-$2.35K	0.22%	35
2025 Q4	$302K	Buy	3,933 +24	+0.6%	+$1.82K	0.23%	37
2025 Q3	$294K	Sell	3,909 -117	-3%	-$8.39K	0.23%	37
2025 Q2	$278K	Sell	4,026 -179	-4%	-$11.5K	0.24%	36
2025 Q1	$262K	Buy	4,205 +81	+2%	+$5.22K	0.26%	37
2024 Q4	$261K	Buy	+4,124	New	+$267K	0.31%	34

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

Signal Tree Financial Partners's SPGM Position: Q2 2026 in Review

Signal Tree Financial Partners reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.4% in Q2 2026, selling an estimated $4.5K and leaving 3,849 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #33.

Signal Tree Financial Partners first reported a position in SPGM in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Signal Tree Financial Partners held 3,849 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $330K as of Q2 2026.
Signal Tree Financial Partners sold 54 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $4.5K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.22% of Signal Tree Financial Partners's portfolio in Q2 2026, its #33 holding.
Signal Tree Financial Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.