Cerity Partners
SPGM icon

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

Cerity Partners’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
-31,230
Closed -$1.58M – 1894
2023
Q3 		$1.58M Buy
31,230
+17,094
+121% +$895K 0.01% 638
2023
Q2 		$740K Buy
+14,136
New +$716K ﹤0.01% 1021

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 $21.3B AUM 22.13% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners's SPGM Position: Q4 2023 in Review

Cerity Partners sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2023, closing a stake of 31,230 shares — an estimated $1.58M sold.

Cerity Partners first reported a position in SPGM in Q2 2023 and held it in 2 quarters. The position peaked at $1.58M in Q3 2023. 105 funds tracked by Wall St. Rank hold SPGM as of Q4 2023.

  • Cerity Partners reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • Cerity Partners sold 31,230 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2023, an estimated $1.58M.
  • Cerity Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2023 and held it in 2 quarters.
  • Cerity Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.58M in Q3 2023.
  • 105 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.