Arkadios Wealth Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Arkadios Wealth Advisors’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
2024 Q2	–	Sell	-60,637	Closed	-$3.62M	–	905
2024 Q1	$3.62M	Sell	60,637 -1,420	-2%	-$80.9K	0.28%	86
2023 Q4	$3.43M	Sell	62,057 -1,468	-2%	-$76.2K	0.29%	82
2023 Q3	$3.21M	Buy	63,525 +3,624	+6%	+$190K	0.3%	78
2023 Q2	$3.14M	Buy	59,901 +3,237	+6%	+$164K	0.36%	66
2023 Q1	$2.83M	Buy	56,664 +1,334	+2%	+$65.3K	0.34%	77
2022 Q4	$2.58M	Buy	55,330 +488	+0.9%	+$22.6K	0.34%	81
2022 Q3	$2.35M	Buy	54,842 +10,583	+24%	+$502K	0.36%	71
2022 Q2	$2.04M	Sell	44,259 -267	-0.6%	-$13.3K	0.3%	85
2022 Q1	$2.44M	Buy	44,526 +3,053	+7%	+$167K	0.32%	81
2021 Q4	$2.4M	Buy	41,473 +32,662	+371%	+$1.87M	0.32%	82
2021 Q3	$482K	Buy	+8,811	New	+$495K	0.07%	300

Other funds holding SPGM

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Arkadios Wealth Advisors's SPGM Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2024, closing a stake of 60,637 shares — an estimated $3.62M sold.

Arkadios Wealth Advisors first reported a position in SPGM in Q3 2021 and held it in 11 quarters. The position peaked at $3.62M in Q1 2024. 129 funds tracked by Wall St. Rank hold SPGM as of Q2 2024.

Arkadios Wealth Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 60,637 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2024, an estimated $3.62M.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2021 and held it in 11 quarters.
Arkadios Wealth Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3.62M in Q1 2024.
129 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.