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

Cassady Schiller 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 		$8.14K Buy
129
+9
+8% +$584 ﹤0.01% 361
2024
Q3 		$7.78K Buy
120
+16
+15% +$992 ﹤0.01% 329
2024
Q2 		$6.33K Buy
104
+32
+44% +$1.9K ﹤0.01% 341
2024
Q1 		$4.27K Hold
72
– – ﹤0.01% 381
2023
Q4 		$3.96K Buy
72
+1
+1% +$52 ﹤0.01% 367
2023
Q3 		$3.58K Hold
71
– – ﹤0.01% 388
2023
Q2 		$3.71K Buy
+71
New +$3.6K ﹤0.01% 401

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

Cassady Schiller Wealth Management's SPGM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 7.5% in Q4 2024, buying an estimated $584 and bringing the position to 129 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Cassady Schiller Wealth Management first reported a position in SPGM in Q2 2023 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold SPGM as of Q4 2024.

  • Cassady Schiller Wealth Management held 129 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $8.14K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 9 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2024, an estimated $584.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #361 holding.
  • Cassady Schiller Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2023 and has held it in 7 quarters since.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2024.

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