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Baltimore-Washington Financial Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Baltimore-Washington Financial 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
2022
Q4 		– Sell
-1,299
Closed -$556K – 149
2022
Q3 		$556K Buy
+1,299
New +$61.6K 0.05% 106

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
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
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SPGM Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2022, closing a stake of 1,299 shares — an estimated $556K sold.

Baltimore-Washington Financial Advisors first reported a position in SPGM in Q3 2022 and held it in 1 quarter. The position peaked at $556K in Q3 2022. 85 funds tracked by Wall St. Rank hold SPGM as of Q4 2022.

  • Baltimore-Washington Financial Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,299 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2022, an estimated $556K.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2022 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $556K in Q3 2022.
  • 85 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.