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 Q2	$651K	Buy	7,604 +36	+0.5%	+$3K	0.08%	72
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 $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

Strategic Wealth Investment Group's SPGM Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.48% in Q2 2026, buying an estimated $3K and bringing the position to 7,604 shares worth $651K. The position accounts for 0.08% of the portfolio, ranked #72.

Strategic Wealth Investment Group first reported a position in SPGM in Q3 2024 and has held it in 7 quarters since. The position peaked at $957K in Q3 2025. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Strategic Wealth Investment Group held 7,604 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $651K as of Q2 2026.
Strategic Wealth Investment Group bought 36 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $3K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.08% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #72 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 7 quarters since.
Strategic Wealth Investment Group's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $957K in Q3 2025.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.