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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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Unique Wealth's SPGM Position: Q2 2026 in Review

Unique Wealth reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 8.8% in Q2 2026, selling an estimated $553K and leaving 69,155 shares worth $5.92M. The position accounts for 0.69% of the portfolio, ranked #32.

Unique Wealth first reported a position in SPGM in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.54M in Q1 2024. 60 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Unique Wealth held 69,155 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $5.92M as of Q2 2026.
  • Unique Wealth sold 6,634 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $553K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.69% of Unique Wealth's portfolio in Q2 2026, its #32 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 15 quarters since.
  • Unique Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $8.54M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.