Strategic Wealth Investment Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Strategic Wealth Investment Group’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 Q1	$573K	Sell	7,568 -1,620	-18%	-$127K	0.07%	69
2025 Q4	$705K	Sell	9,188 -3,586	-28%	-$273K	0.09%	67
2025 Q3	$957K	Buy	12,774 +11,362	+805%	+$815K	0.08%	69
2025 Q2	$97.4K	Buy	+1,412	New	+$90.6K	0.14%	58
2025 Q1	–	Sell	-11,503	Closed	-$728K	–	102
2024 Q4	$728K	Buy	11,503 +2,682	+30%	+$174K	0.08%	82
2024 Q3	$567K	Buy	+8,821	New	+$547K	0.06%	94

Other funds holding SPGM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Wealth Investment Group's SPGM Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 18% in Q1 2026, selling an estimated $127K and leaving 7,568 shares worth $573K. The position accounts for 0.07% of the portfolio, ranked #69.

Strategic Wealth Investment Group first reported a position in SPGM in Q3 2024 and has held it in 6 quarters since. The position peaked at $957K in Q3 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

Strategic Wealth Investment Group held 7,568 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $573K as of Q1 2026.
Strategic Wealth Investment Group sold 1,620 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $127K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.07% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #69 holding.
Strategic Wealth Investment Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2024 and has held it in 6 quarters since.
Strategic Wealth Investment Group's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $957K in Q3 2025.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.