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

Heritage 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
2025 Q1	$230K	Hold	3,679	–	–	0.35%	57
2024 Q4	$233K	Buy	3,679 +40	+1%	+$2.59K	0.29%	60
2024 Q3	$236K	Hold	3,639	–	–	0.28%	59
2024 Q2	$221K	Buy	+3,639	New	+$216K	0.32%	54

Other funds holding SPGM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Partners's SPGM Position: Q1 2025 in Review

Heritage Wealth Partners held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q1 2025 at 3,679 shares worth $230K. The position accounts for 0.35% of the portfolio, ranked #57.

Heritage Wealth Partners first reported a position in SPGM in Q2 2024 and has held it in 4 quarters since. The position peaked at $236K in Q3 2024. 131 funds tracked by Wall St. Rank hold SPGM as of Q1 2025.

Heritage Wealth Partners held 3,679 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $230K as of Q1 2025.
Heritage Wealth Partners left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.35% of Heritage Wealth Partners's portfolio in Q1 2025, its #57 holding.
Heritage Wealth Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2024 and has held it in 4 quarters since.
Heritage Wealth Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $236K in Q3 2024.
131 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.