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55I LLC’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

55I LLC’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
2022
Q3 		$470K Sell
10,991
-1,951
-15% -$92.5K 0.01% 395
2022
Q2 		$595K Buy
12,942
+5,107
+65% +$255K 0.02% 329
2022
Q1 		$429K Buy
+7,835
New +$429K 0.01% 377

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

55I LLC's SPGM Position: Q3 2022 in Review

55I LLC reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 15% in Q3 2022, selling an estimated $92.5K and leaving 10,991 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #395.

55I LLC first reported a position in SPGM in Q1 2022 and has held it in 3 quarters since. The position peaked at $595K in Q2 2022. 79 funds tracked by Wall St. Rank hold SPGM as of Q3 2022.

  • 55I LLC held 10,991 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $470K as of Q3 2022.
  • 55I LLC sold 1,951 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2022, an estimated $92.5K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #395 holding.
  • 55I LLC first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2022 and has held it in 3 quarters since.
  • 55I LLC's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $595K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.