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Tidemark’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Tidemark’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 		$36.8K Buy
430
+65
+18% +$5.42K 0.01% 340
2026
Q1 		$27.6K Buy
365
+65
+22% +$5.09K 0.01% 327
2025
Q4 		$23K Buy
300
+73
+32% +$5.55K 0.01% 321
2025
Q3 		$17K Buy
227
+71
+46% +$5.09K 0.01% 390
2025
Q2 		$10.8K Buy
156
+87
+126% +$5.58K ﹤0.01% 440
2025
Q1 		$4.33K Hold
69
– – ﹤0.01% 544
2024
Q4 		$4.39K Sell
69
-41
-37% -$2.66K ﹤0.01% 526
2024
Q3 		$7.16K Sell
110
-130
-54% -$8.06K ﹤0.01% 461
2024
Q2 		$14.6K Buy
+240
New +$14.3K 0.01% 369

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

Tidemark's SPGM Position: Q2 2026 in Review

Tidemark increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 18% in Q2 2026, buying an estimated $5.42K and bringing the position to 430 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #340.

Tidemark first reported a position in SPGM in Q2 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Tidemark held 430 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $36.8K as of Q2 2026.
  • Tidemark bought 65 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $5.42K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #340 holding.
  • Tidemark first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.