Cary Street Partners Investment Advisory’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-777	Closed	-$39.2K	–	1649
2023 Q3	$39.2K	Hold	777	–	–	﹤0.01%	928
2023 Q2	$40.7K	Buy	777 +9	+1%	+$456	﹤0.01%	869
2023 Q1	$38.3K	Hold	768	–	–	﹤0.01%	811
2022 Q4	$35.8K	Buy	+768	New	+$35.6K	﹤0.01%	825

Other funds holding SPGM

LPL Financial San Diego, California $445B AUM 25.58% 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

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 $67.7B AUM 51.91% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's SPGM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2023, closing a stake of 777 shares — an estimated $39.2K sold.

Cary Street Partners Investment Advisory first reported a position in SPGM in Q4 2022 and held it in 4 quarters. The position peaked at $40.7K in Q2 2023. 105 funds tracked by Wall St. Rank hold SPGM as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 777 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2023, an estimated $39.2K.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $40.7K in Q2 2023.
105 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.