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

Brightworth’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
Q3 		$758K Buy
17,718
+486
+3% +$23K 0.08% 77
2022
Q2 		$793K Buy
+17,232
New +$861K 0.09% 79

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $299B AUM 28.69% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Brightworth's SPGM Position: Q3 2022 in Review

Brightworth increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 2.8% in Q3 2022, buying an estimated $23K and bringing the position to 17,718 shares worth $758K. The position accounts for 0.08% of the portfolio, ranked #77.

Brightworth first reported a position in SPGM in Q2 2022 and has held it in 2 quarters since. The position peaked at $793K in Q2 2022. 79 funds tracked by Wall St. Rank hold SPGM as of Q3 2022.

  • Brightworth held 17,718 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $758K as of Q3 2022.
  • Brightworth bought 486 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2022, an estimated $23K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.08% of Brightworth's portfolio in Q3 2022, its #77 holding.
  • Brightworth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2022 and has held it in 2 quarters since.
  • Brightworth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $793K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.