FAM
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Family Asset Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Family Asset 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
2024
Q3 		$518 Hold
8
– – ﹤0.01% 202
2024
Q2 		$486 Buy
+8
New +$476 ﹤0.01% 203

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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

Family Asset Management's SPGM Position: Q3 2024 in Review

Family Asset Management held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q3 2024 at 8 shares worth $518. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Family Asset Management first reported a position in SPGM in Q2 2024 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold SPGM as of Q3 2024.

  • Family Asset Management held 8 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $518 as of Q3 2024.
  • Family Asset Management left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #202 holding.
  • Family Asset Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2024 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.