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Spire Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Spire Wealth 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 		$80.1K Sell
935
-1,750
-65% -$146K ﹤0.01% 1042
2026
Q1 		$203K Hold
2,685
– – 0.01% 769
2025
Q4 		$206K Sell
2,685
-688
-20% -$52.3K 0.01% 785
2025
Q3 		$253K Sell
3,373
-3,615
-52% -$259K 0.01% 719
2025
Q2 		$482K Sell
6,988
-216
-3% -$13.9K 0.02% 514
2025
Q1 		$450K Hold
7,204
– – 0.01% 595
2024
Q4 		$456K Buy
7,204
+151
+2% +$9.79K 0.01% 571
2024
Q3 		$457K Hold
7,053
– – 0.02% 538
2024
Q2 		$429K Buy
7,053
+3,089
+78% +$184K 0.02% 518
2024
Q1 		$237K Buy
3,964
+1,035
+35% +$59K ﹤0.01% 731
2023
Q4 		$162K Buy
2,929
+159
+6% +$8.25K 0.01% 824
2023
Q3 		$139K Buy
2,770
+129
+5% +$6.75K 0.01% 828
2023
Q2 		$138K Buy
2,641
+8
+0.3% +$405 0.01% 851
2023
Q1 		$131K Buy
2,633
+552
+27% +$27K 0.01% 877
2022
Q4 		$97K Buy
2,081
+8
+0.4% +$371 0.01% 759
2022
Q3 		$89K Buy
2,073
+998
+93% +$47.3K 0.01% 750
2022
Q2 		$49K Sell
1,075
-419
-28% -$20.9K ﹤0.01% 1299
2022
Q1 		$82K Hold
1,494
– – ﹤0.01% 1244
2021
Q4 		$86K Buy
1,494
+128
+9% +$7.33K ﹤0.01% 1476
2021
Q3 		$75K Hold
1,366
– – ﹤0.01% 1311
2021
Q2 		$76K Sell
1,366
-4,293
-76% -$235K ﹤0.01% 1309
2021
Q1 		$296K Buy
+5,659
New +$290K 0.01% 875

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
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 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

Spire Wealth Management's SPGM Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 65% in Q2 2026, selling an estimated $146K and leaving 935 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Spire Wealth Management first reported a position in SPGM in Q1 2021 and has held it in 22 quarters since. The position peaked at $482K in Q2 2025. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Spire Wealth Management held 935 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $80.1K as of Q2 2026.
  • Spire Wealth Management sold 1,750 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $146K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1042 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $482K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.