Bank of Montreal
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Bank of Montreal’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-58
Closed -$3.53K – 4212
2024
Q2 		$3.53K Sell
58
-1,586
-96% -$94.3K ﹤0.01% 3746
2024
Q1 		$98.2K Buy
+1,644
New +$93.7K ﹤0.01% 3291
2023
Q4 		– Sell
-65
Closed -$3.35K – 4276
2023
Q3 		$3.35K Buy
+65
New +$3.4K ﹤0.01% 3690
2023
Q1 		– Sell
-31
Closed -$1.49K – 4160
2022
Q4 		$1.49K Buy
+31
New +$1.44K ﹤0.01% 3894
2016
Q2 		– Sell
-874
Closed -$27K – 4303
2016
Q1 		$27K Hold
874
– – ﹤0.01% 3279
2015
Q4 		$27K Hold
874
– – ﹤0.01% 3288
2015
Q3 		$27K Hold
874
– – ﹤0.01% 3138
2015
Q2 		$29K Buy
874
+280
+47% +$9.48K ﹤0.01% 3180
2015
Q1 		$20K Hold
594
– – ﹤0.01% 3272
2014
Q4 		$19K Hold
594
– – ﹤0.01% 3374
2014
Q3 		$19K Hold
594
– – ﹤0.01% 3480
2014
Q2 		$19K Hold
594
– – ﹤0.01% 3612
2014
Q1 		$19K Hold
594
– – ﹤0.01% 3508
2013
Q4 		$18K Buy
594
+288
+94% +$8.82K ﹤0.01% 3258
2013
Q3 		$9K Buy
306
+148
+94% +$4.16K ﹤0.01% 3458
2013
Q2 		$4K Buy
+158
New +$4.34K ﹤0.01% 3487

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 $21.8B AUM 28.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Legal & General Group
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Bank of Montreal's SPGM Position: Q3 2024 in Review

Bank of Montreal sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2024, closing a stake of 58 shares — an estimated $3.53K sold.

Bank of Montreal first reported a position in SPGM in Q2 2013 and held it in 16 quarters. The position peaked at $98.2K in Q1 2024. 135 funds tracked by Wall St. Rank hold SPGM as of Q3 2024.

  • Bank of Montreal reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 58 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2024, an estimated $3.53K.
  • Bank of Montreal first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2013 and held it in 16 quarters.
  • Bank of Montreal's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $98.2K in Q1 2024.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.