Unique Wealth
SPGM icon

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

Unique Wealth’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
Q3 		$5.73M Sell
66,295
-2,860
-4% -$248K 0.65% 38
2026
Q2 		$5.92M Sell
69,155
-6,634
-9% -$553K 0.69% 32
2026
Q1 		$5.74M Sell
75,789
-1,947
-3% -$153K 0.79% 32
2025
Q4 		$5.96M Sell
77,736
-3,662
-4% -$278K 0.83% 31
2025
Q3 		$6.1M Sell
81,398
-4,773
-6% -$342K 0.89% 29
2025
Q2 		$5.95M Sell
86,171
-5,387
-6% -$346K 0.96% 26
2025
Q1 		$5.72M Sell
91,558
-11,557
-11% -$745K 1.08% 22
2024
Q4 		$6.53M Sell
103,115
-5,628
-5% -$365K 1.36% 15
2024
Q3 		$7.04M Sell
108,743
-13,147
-11% -$815K 1.61% 11
2024
Q2 		$7.41M Sell
121,890
-21,288
-15% -$1.27M 1.94% 10
2024
Q1 		$8.54M Buy
143,178
+77
+0.1% +$4.39K 2.41% 10
2023
Q4 		$7.92M Buy
143,101
+10,264
+8% +$533K 2.56% 11
2023
Q3 		$6.71M Buy
132,837
+8,139
+7% +$426K 2.8% 10
2023
Q2 		$6.53M Buy
124,698
+4,746
+4% +$240K 2.85% 8
2023
Q1 		$5.98M Buy
119,952
+2,565
+2% +$126K 2.9% 9
2022
Q4 		$5.47M Buy
+117,387
New +$5.45M 2.92% 10

Other funds holding SPGM

Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
Barden Capital Management
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Unique Wealth's SPGM Position: Q3 2026 in Review

Unique Wealth reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 4.1% in Q3 2026, selling an estimated $248K and leaving 66,295 shares worth $5.73M. The position accounts for 0.65% of the portfolio, ranked #38.

Unique Wealth first reported a position in SPGM in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.54M in Q1 2024. 61 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

  • Unique Wealth held 66,295 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $5.73M as of Q3 2026.
  • Unique Wealth sold 2,860 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $248K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.65% of Unique Wealth's portfolio in Q3 2026, its #38 holding.
  • Unique Wealth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Unique Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $8.54M in Q1 2024.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.