Colonial River Investments’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Colonial River Investments’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	–	Sell	-4,264	Closed	-$276K	–	228
2024 Q3	$276K	Sell	4,264 -209	-5%	-$13K	0.14%	162
2024 Q2	$272K	Sell	4,473 -451	-9%	-$26.8K	0.15%	123
2024 Q1	$294K	Sell	4,924 -6,189	-56%	-$353K	0.17%	122
2023 Q4	$615K	Sell	11,113 -8,225	-43%	-$427K	0.37%	85
2023 Q3	$976K	Buy	+19,338	New	+$1.01M	0.64%	50

Other funds holding SPGM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Colonial River Investments's SPGM Position: Q4 2024 in Review

Colonial River Investments sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2024, closing a stake of 4,264 shares — an estimated $276K sold.

Colonial River Investments first reported a position in SPGM in Q3 2023 and held it in 5 quarters. The position peaked at $976K in Q3 2023. 135 funds tracked by Wall St. Rank hold SPGM as of Q4 2024.

Colonial River Investments reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Colonial River Investments sold 4,264 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2024, an estimated $276K.
Colonial River Investments first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2023 and held it in 5 quarters.
Colonial River Investments's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $976K in Q3 2023.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2024.

Based on Colonial River Investments's 13F filing for Q4 2024, filed 4 Feb 2025.