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Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Householder Group Estate & Retirement Specialist’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
-33
Closed -$2K – 1126
2024
Q3 		$2K Hold
33
– – ﹤0.01% 1059
2024
Q2 		$2K Hold
33
– – ﹤0.01% 1084
2024
Q1 		$1.97K Hold
33
– – ﹤0.01% 1055
2023
Q4 		$1K Hold
33
– – ﹤0.01% 1088
2023
Q3 		$1.67K Buy
+33
New +$1.73K ﹤0.01% 1093

Other funds holding SPGM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $21.8B AUM 28.57% 1-Year Est. Return
Mariner
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPGM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2024, closing a stake of 33 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in SPGM in Q3 2023 and held it in 5 quarters. The position peaked at $2K in Q3 2024. 135 funds tracked by Wall St. Rank hold SPGM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 33 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.