Golden State Equity Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Golden State Equity 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
2024 Q4	–	Sell	-1,325	Closed	-$86.1K	–	804
2024 Q3	$86.1K	Buy	+1,325	New	+$82.1K	0.05%	299
2023 Q2	–	Sell	-43,713	Closed	-$2.18M	–	397
2023 Q1	$2.18M	Buy	+43,713	New	+$2.14M	1.18%	21
2022 Q1	$3.38M	Buy	61,553 +27,085	+79%	+$1.48M	1.7%	14
2021 Q4	$1.91M	Sell	34,468 -70,374	-67%	-$4.03M	0.97%	29
2021 Q3	$5.74M	Buy	104,842 +1,388	+1%	+$77.9K	2.34%	9
2021 Q2	$5.74M	Buy	103,454 +36,222	+54%	+$1.98M	2.22%	9
2021 Q1	$3.52M	Buy	67,232 +24,427	+57%	+$1.25M	2.01%	8
2020 Q4	$2.08M	Buy	+42,805	New	+$1.98M	1.43%	10

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

Golden State Equity Partners's SPGM Position: Q4 2024 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2024, closing a stake of 1,325 shares — an estimated $86.1K sold.

Golden State Equity Partners first reported a position in SPGM in Q4 2020 and held it in 8 quarters. The position peaked at $5.74M in Q2 2021. 135 funds tracked by Wall St. Rank hold SPGM as of Q4 2024.

Golden State Equity Partners reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Golden State Equity Partners sold 1,325 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2024, an estimated $86.1K.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2020 and held it in 8 quarters.
Golden State Equity Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $5.74M in Q2 2021.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.