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

Evermay 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
2022 Q3	–	Sell	-200	Closed	-$9K	–	551
2022 Q2	$9K	Buy	+200	New	+$9.99K	﹤0.01%	410

Other funds holding SPGM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Evermay Wealth Management's SPGM Position: Q3 2022 in Review

Evermay Wealth Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2022, closing a stake of 200 shares — an estimated $9K sold.

Evermay Wealth Management first reported a position in SPGM in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 79 funds tracked by Wall St. Rank hold SPGM as of Q3 2022.

Evermay Wealth Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2022 after selling out during the quarter.
Evermay Wealth Management sold 200 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2022, an estimated $9K.
Evermay Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2022 and held it in 1 quarter.
Evermay Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $9K in Q2 2022.
79 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2022.

Based on Evermay Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.