Eight 31 Financial’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Eight 31 Financial’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	-3,240	Closed	-$210K	–	67
2024 Q3	$210K	Sell	3,240 -2,691	-45%	-$167K	0.16%	65
2024 Q2	$360K	Sell	5,931 -32,017	-84%	-$1.9M	0.27%	49
2024 Q1	$2.26M	Sell	37,948 -31,218	-45%	-$1.78M	1.41%	11
2023 Q4	$3.83M	Buy	+69,166	New	+$3.59M	2.34%	8

Other funds holding SPGM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $21.8B AUM 28.57% 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

Eight 31 Financial's SPGM Position: Q4 2024 in Review

Eight 31 Financial sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2024, closing a stake of 3,240 shares — an estimated $210K sold.

Eight 31 Financial first reported a position in SPGM in Q4 2023 and held it in 4 quarters. The position peaked at $3.83M in Q4 2023. 135 funds tracked by Wall St. Rank hold SPGM as of Q4 2024.

Eight 31 Financial reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Eight 31 Financial sold 3,240 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2024, an estimated $210K.
Eight 31 Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2023 and held it in 4 quarters.
Eight 31 Financial's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3.83M in Q4 2023.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2024.

Based on Eight 31 Financial's 13F filing for Q4 2024, filed 14 Feb 2025.