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Gradient Investments’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Gradient Investments’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
Q4 		– Sell
-1
Closed -$50 – 1907
2023
Q3 		$50 Buy
+1
New +$52 ﹤0.01% 1746

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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Gradient Investments's SPGM Position: Q4 2023 in Review

Gradient Investments sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2023, closing a stake of 1 share — an estimated $50 sold.

Gradient Investments first reported a position in SPGM in Q3 2023 and held it in 1 quarter. The position peaked at $50 in Q3 2023. 105 funds tracked by Wall St. Rank hold SPGM as of Q4 2023.

  • Gradient Investments reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 1 State Street SPDR Portfolio MSCI Global Stock Market ETF share in Q4 2023, an estimated $50.
  • Gradient Investments first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $50 in Q3 2023.
  • 105 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.