UBS Group
SPGM icon

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

UBS 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 		$7.71M Sell
90,029
-4,024
-4% -$336K ﹤0.01% 3732
2026
Q1 		$7.12M Buy
94,053
+38,571
+70% +$3.02M ﹤0.01% 3703
2025
Q4 		$4.26M Sell
55,482
-30,108
-35% -$2.29M ﹤0.01% 4191
2025
Q3 		$6.41M Sell
85,590
-326
-0.4% -$23.4K ﹤0.01% 3782
2025
Q2 		$5.93M Buy
85,916
+2,107
+3% +$135K ﹤0.01% 3700
2025
Q1 		$5.23M Buy
83,809
+3,754
+5% +$242K ﹤0.01% 3735
2024
Q4 		$5.07M Sell
80,055
-1,226
-2% -$79.5K ﹤0.01% 3835
2024
Q3 		$5.26M Sell
81,281
-9,744
-11% -$604K ﹤0.01% 3017
2024
Q2 		$5.53M Buy
91,025
+14,526
+19% +$864K ﹤0.01% 2777
2024
Q1 		$4.57M Sell
76,499
-681
-0.9% -$38.8K ﹤0.01% 3071
2023
Q4 		$4.27M Sell
77,180
-3,879
-5% -$201K ﹤0.01% 2953
2023
Q3 		$4.09M Buy
81,059
+476
+0.6% +$24.9K ﹤0.01% 2774
2023
Q2 		$4.22M Sell
80,583
-10,675
-12% -$541K ﹤0.01% 2764
2023
Q1 		$4.55M Sell
91,258
-35,191
-28% -$1.72M ﹤0.01% 2596
2022
Q4 		$5.9M Buy
126,449
+87,563
+225% +$4.06M ﹤0.01% 2341
2022
Q3 		$1.66M Buy
38,886
+15,759
+68% +$747K ﹤0.01% 3317
2022
Q2 		$1.06M Buy
23,127
+5,009
+28% +$250K ﹤0.01% 3687
2022
Q1 		$993K Buy
18,118
+1,078
+6% +$59K ﹤0.01% 4105
2021
Q4 		$986K Buy
17,040
+5,631
+49% +$323K ﹤0.01% 4409
2021
Q3 		$625K Sell
11,409
-165
-1% -$9.26K ﹤0.01% 4562
2021
Q2 		$643K Sell
11,574
-394
-3% -$21.5K ﹤0.01% 4538
2021
Q1 		$626K Sell
11,968
-11,331
-49% -$581K ﹤0.01% 4698
2020
Q4 		$1.14M Buy
23,299
+11,401
+96% +$527K ﹤0.01% 3909
2020
Q3 		$515K Sell
11,898
-378
-3% -$16.1K ﹤0.01% 4168
2020
Q2 		$489K Hold
12,276
– – ﹤0.01% 4158
2020
Q1 		$413K Buy
12,276
+11,175
+1,015% +$446K ﹤0.01% 4134
2019
Q4 		$47K Sell
1,101
-6,121
-85% -$254K ﹤0.01% 6384
2019
Q3 		$288K Buy
7,222
+6,734
+1,380% +$267K ﹤0.01% 4974
2019
Q2 		$20K Buy
+488
New +$19.3K ﹤0.01% 6617
2019
Q1 		– Sell
-1,726
Closed -$60K – 8135
2018
Q4 		$60K Buy
1,726
+1,200
+228% +$45K ﹤0.01% 5947
2018
Q3 		$21K Sell
526
-80
-13% -$3.19K ﹤0.01% 6772
2018
Q2 		$23K Buy
+606
New +$23.9K ﹤0.01% 6608
2017
Q1 		– Sell
-1,628
Closed -$53K – 7936
2016
Q4 		$53K Buy
1,628
+722
+80% +$23.6K ﹤0.01% 5787
2016
Q3 		$30K Buy
+906
New +$29.4K ﹤0.01% 5931
2015
Q4 		– Sell
-202
Closed -$6K – 8556
2015
Q3 		$6K Buy
+202
New +$6.41K ﹤0.01% 7615

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

UBS Group's SPGM Position: Q2 2026 in Review

UBS Group reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 4.3% in Q2 2026, selling an estimated $336K and leaving 90,029 shares worth $7.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

UBS Group first reported a position in SPGM in Q3 2015 and has held it in 35 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • UBS Group held 90,029 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $7.71M as of Q2 2026.
  • UBS Group sold 4,024 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $336K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3732 holding.
  • UBS Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2015 and has held it in 35 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.