Financial Planners of Cleveland’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Financial Planners of Cleveland’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 Q2	–	Sell	-22,684	Closed	-$1.24M	–	42
2022 Q1	$1.24M	Buy	+22,684	New	+$1.24M	0.52%	21

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

GKWIM

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

Financial Planners of Cleveland's SPGM Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2022, closing a stake of 22,684 shares — an estimated $1.24M sold.

Financial Planners of Cleveland first reported a position in SPGM in Q1 2022 and held it in 1 quarter. The position peaked at $1.24M in Q1 2022. 74 funds tracked by Wall St. Rank hold SPGM as of Q2 2022.

Financial Planners of Cleveland reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 22,684 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2022, an estimated $1.24M.
Financial Planners of Cleveland first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2022 and held it in 1 quarter.
Financial Planners of Cleveland's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.24M in Q1 2022.
74 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.