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Allworth Financial’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Allworth Financial’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
2023
Q2 		– Sell
-45
Closed -$2.25K – 3371
2023
Q1 		$2.25K Hold
45
– – ﹤0.01% 2360
2022
Q4 		$2.1K Hold
45
– – ﹤0.01% 2230
2022
Q3 		$2K Buy
+45
New +$2.13K ﹤0.01% 2224

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 $67.7B AUM 51.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Allworth Financial's SPGM Position: Q2 2023 in Review

Allworth Financial sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2023, closing a stake of 45 shares — an estimated $2.25K sold.

Allworth Financial first reported a position in SPGM in Q3 2022 and held it in 3 quarters. The position peaked at $2.25K in Q1 2023. 93 funds tracked by Wall St. Rank hold SPGM as of Q2 2023.

  • Allworth Financial reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Allworth Financial sold 45 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2023, an estimated $2.25K.
  • Allworth Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2022 and held it in 3 quarters.
  • Allworth Financial's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.25K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2023.

Based on Allworth Financial's 13F filing for Q2 2023, filed 18 Jul 2023.