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

Axxcess 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
2024
Q4 		– Sell
-4,264
Closed -$276K – 926
2024
Q3 		$276K Sell
4,264
-159
-4% -$9.86K 0.01% 715
2024
Q2 		$269K Buy
+4,423
New +$263K 0.01% 690

Other funds holding SPGM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Axxcess Wealth Management's SPGM Position: Q4 2024 in Review

Axxcess Wealth Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2024, closing a stake of 4,264 shares — an estimated $276K sold.

Axxcess Wealth Management first reported a position in SPGM in Q2 2024 and held it in 2 quarters. The position peaked at $276K in Q3 2024. 135 funds tracked by Wall St. Rank hold SPGM as of Q4 2024.

  • Axxcess Wealth Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,264 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2024, an estimated $276K.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $276K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.