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Gateway Wealth Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Gateway Wealth Partners’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
2023
Q2 		– Sell
-283,311
Closed -$14.1M – 257
2023
Q1 		$14.1M Sell
283,311
-1,947
-0.7% -$95.3K 2.17% 11
2022
Q4 		$13.3M Buy
+285,258
New +$13.2M 2.29% 11

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
Legal & General Group
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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Gateway Wealth Partners's SPGM Position: Q2 2023 in Review

Gateway Wealth Partners sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2023, closing a stake of 283,311 shares — an estimated $14.1M sold.

Gateway Wealth Partners first reported a position in SPGM in Q4 2022 and held it in 2 quarters. The position peaked at $14.1M in Q1 2023. 93 funds tracked by Wall St. Rank hold SPGM as of Q2 2023.

  • Gateway Wealth Partners reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 283,311 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2023, an estimated $14.1M.
  • Gateway Wealth Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and held it in 2 quarters.
  • Gateway Wealth Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $14.1M in Q1 2023.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2023.

Based on Gateway Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.