ICA Group Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

ICA Group Wealth Management’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 Q2	$134K	Sell	2,211 -38,738	-95%	-$2.3M	0.08%	143
2024 Q1	$2.44M	Sell	40,949 -7,227	-15%	-$412K	0.49%	40
2023 Q4	$2.67M	Buy	48,176 +10,431	+28%	+$541K	0.59%	35
2023 Q3	$1.9M	Buy	37,745 +120	+0.3%	+$6.28K	0.54%	41
2023 Q2	$1.97M	Buy	37,625 +2,503	+7%	+$127K	0.49%	44
2023 Q1	$1.75M	Buy	35,122 +4,745	+16%	+$232K	0.42%	52
2022 Q4	$1.42M	Buy	30,377 +15,253	+101%	+$708K	0.33%	77
2022 Q3	$647K	Buy	15,124 +7,419	+96%	+$352K	0.14%	157
2022 Q2	$384K	Buy	+7,705	New	+$385K	0.07%	237

Other funds holding SPGM

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

ICA Group Wealth Management's SPGM Position: Q2 2024 in Review

ICA Group Wealth Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 95% in Q2 2024, selling an estimated $2.3M and leaving 2,211 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #143.

ICA Group Wealth Management first reported a position in SPGM in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.67M in Q4 2023. 129 funds tracked by Wall St. Rank hold SPGM as of Q2 2024.

ICA Group Wealth Management held 2,211 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $134K as of Q2 2024.
ICA Group Wealth Management sold 38,738 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2024, an estimated $2.3M.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.08% of ICA Group Wealth Management's portfolio in Q2 2024, its #143 holding.
ICA Group Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.67M in Q4 2023.
129 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.