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Stratos Investment Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Stratos Investment 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
Q1 		$518K Sell
6,842
-426
-6% -$33.4K 0.02% 248
2025
Q4 		$558K Sell
7,268
-257
-3% -$19.5K 0.02% 230
2025
Q3 		$564K Sell
7,525
-301
-4% -$21.6K 0.02% 232
2025
Q2 		$540K Buy
7,826
+235
+3% +$15.1K 0.02% 243
2025
Q1 		$474K Buy
+7,591
New +$490K 0.03% 214

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 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
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stratos Investment Management's SPGM Position: Q1 2026 in Review

Stratos Investment Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 5.9% in Q1 2026, selling an estimated $33.4K and leaving 6,842 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #248.

Stratos Investment Management first reported a position in SPGM in Q1 2025 and has held it in 5 quarters since. The position peaked at $564K in Q3 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Stratos Investment Management held 6,842 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $518K as of Q1 2026.
  • Stratos Investment Management sold 426 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $33.4K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Stratos Investment Management's portfolio in Q1 2026, its #248 holding.
  • Stratos Investment Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Stratos Investment Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $564K 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 Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.