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Hardy Reed’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Hardy Reed’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
Q4 		– Sell
-5,572
Closed -$238K – 113
2022
Q3 		$238K Sell
5,572
-77
-1% -$3.65K 0.05% 76
2022
Q2 		$260K Buy
+5,649
New +$282K 0.06% 68

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
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 $67.7B AUM 51.91% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Hardy Reed's SPGM Position: Q4 2022 in Review

Hardy Reed sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2022, closing a stake of 5,572 shares — an estimated $238K sold.

Hardy Reed first reported a position in SPGM in Q2 2022 and held it in 2 quarters. The position peaked at $260K in Q2 2022. 85 funds tracked by Wall St. Rank hold SPGM as of Q4 2022.

  • Hardy Reed reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Hardy Reed sold 5,572 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2022, an estimated $238K.
  • Hardy Reed first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2022 and held it in 2 quarters.
  • Hardy Reed's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $260K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2022.

Based on Hardy Reed's 13F filing for Q4 2022, filed 7 Feb 2023.