First Heartland Consultants’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

First Heartland Consultants’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	-95,480	Closed	-$6.18M	–	501
2024 Q3	$6.18M	Sell	95,480 -18,581	-16%	-$1.15M	0.67%	34
2024 Q2	$6.93K	Buy	114,061 +3,422	+3%	+$204K	0.48%	42
2024 Q1	$6.6M	Buy	+110,639	New	+$6.3M	0.69%	40

Other funds holding SPGM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $21.3B AUM 22.13% 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

First Heartland Consultants's SPGM Position: Q4 2024 in Review

First Heartland Consultants sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2024, closing a stake of 95,480 shares — an estimated $6.18M sold.

First Heartland Consultants first reported a position in SPGM in Q1 2024 and held it in 3 quarters. The position peaked at $6.6M in Q1 2024. 135 funds tracked by Wall St. Rank hold SPGM as of Q4 2024.

First Heartland Consultants reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 95,480 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2024, an estimated $6.18M.
First Heartland Consultants first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2024 and held it in 3 quarters.
First Heartland Consultants's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $6.6M in Q1 2024.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.