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

Denver 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
2023 Q3	–	Sell	-8,189	Closed	-$429K	–	74
2023 Q2	$429K	Sell	8,189 -1,905	-19%	-$96.5K	0.3%	45
2023 Q1	$503K	Buy	+10,094	New	+$494K	0.35%	45

Other funds holding SPGM

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 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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Denver Wealth Management's SPGM Position: Q3 2023 in Review

Denver Wealth Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2023, closing a stake of 8,189 shares — an estimated $429K sold.

Denver Wealth Management first reported a position in SPGM in Q1 2023 and held it in 2 quarters. The position peaked at $503K in Q1 2023. 99 funds tracked by Wall St. Rank hold SPGM as of Q3 2023.

Denver Wealth Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Denver Wealth Management sold 8,189 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2023, an estimated $429K.
Denver Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2023 and held it in 2 quarters.
Denver Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $503K in Q1 2023.
99 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2023.

Based on Denver Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.