9WM
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9258 Wealth Management’s State Street SPDR S&P Emerging Asia Pacific ETF GMF Stock Holding History

9258 Wealth Management’s Portfolio GMF Stock Details GMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$259K Hold
2,100
– – 0.04% 292
2024
Q2 		$234K Buy
2,100
+72
+4% +$7.79K 0.04% 306
2024
Q1 		$210K Buy
+2,028
New +$204K 0.03% 326

Other funds holding GMF

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

9258 Wealth Management's GMF Position: Q3 2024 in Review

9258 Wealth Management held its State Street SPDR S&P Emerging Asia Pacific ETF (GMF) position steady in Q3 2024 at 2,100 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #292.

9258 Wealth Management first reported a position in GMF in Q1 2024 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold GMF as of Q3 2024.

  • 9258 Wealth Management held 2,100 shares of State Street SPDR S&P Emerging Asia Pacific ETF worth $259K as of Q3 2024.
  • 9258 Wealth Management left its State Street SPDR S&P Emerging Asia Pacific ETF share count unchanged in Q3 2024.
  • State Street SPDR S&P Emerging Asia Pacific ETF made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #292 holding.
  • 9258 Wealth Management first reported a position in State Street SPDR S&P Emerging Asia Pacific ETF in Q1 2024 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Asia Pacific ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.