WWM
SPGM icon

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

Western Wealth 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
Q2 		$676K Sell
7,895
-182
-2% -$15.2K 0.02% 592
2026
Q1 		$611K Buy
8,077
+584
+8% +$45.8K 0.02% 581
2025
Q4 		$575K Sell
7,493
-531
-7% -$40.4K 0.03% 480
2025
Q3 		$601K Buy
8,024
+669
+9% +$48K 0.03% 406
2025
Q2 		$507K Buy
7,355
+413
+6% +$26.5K 0.03% 404
2025
Q1 		$433K Buy
6,942
+51
+0.7% +$3.29K 0.03% 430
2024
Q4 		$436K Buy
6,891
+109
+2% +$7.07K 0.02% 499
2024
Q3 		$439K Sell
6,782
-64
-0.9% -$3.97K 0.03% 494
2024
Q2 		$416K Buy
6,846
+475
+7% +$28.3K 0.03% 410
2024
Q1 		$380K Buy
6,371
+448
+8% +$25.5K 0.03% 434
2023
Q4 		$328K Buy
5,923
+175
+3% +$9.08K 0.02% 532
2023
Q3 		$290K Buy
5,748
+209
+4% +$10.9K 0.02% 518
2023
Q2 		$290K Buy
5,539
+701
+14% +$35.5K 0.02% 511
2023
Q1 		$241K Buy
+4,838
New +$237K 0.02% 556
2022
Q4 		– Sell
-8,086
Closed -$347K – 773
2022
Q3 		$347K Sell
8,086
-172
-2% -$8.15K 0.02% 592
2022
Q2 		$381K Buy
8,258
+2
+0% +$100 0.02% 537
2022
Q1 		$452K Buy
8,256
+4,100
+99% +$224K 0.02% 556
2021
Q4 		$242K Buy
+4,156
New +$238K 0.02% 528
2021
Q2 		$229K Buy
4,136
+18
+0.4% +$984 0.02% 564
2021
Q1 		$216K Buy
+4,118
New +$211K 0.03% 486

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

Western Wealth Management's SPGM Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 2.3% in Q2 2026, selling an estimated $15.2K and leaving 7,895 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #592.

Western Wealth Management first reported a position in SPGM in Q1 2021 and has held it in 20 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Western Wealth Management held 7,895 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $676K as of Q2 2026.
  • Western Wealth Management sold 182 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $15.2K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Western Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2021 and has held it in 20 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.