Integrated Wealth Concepts’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Integrated Wealth Concepts’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	-27,334	Closed	-$1.17M	–	1070
2022 Q3	$1.17M	Buy	27,334 +1,783	+7%	+$84.5K	0.04%	391
2022 Q2	$1.18M	Buy	25,551 +5,477	+27%	+$274K	0.04%	401
2022 Q1	$1.1M	Buy	20,074 +3,903	+24%	+$214K	0.03%	375
2021 Q4	$935K	Buy	16,171 +2,120	+15%	+$121K	0.03%	444
2021 Q3	$769K	Buy	+14,051	New	+$789K	0.03%	468

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

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Integrated Wealth Concepts's SPGM Position: Q4 2022 in Review

Integrated Wealth Concepts sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2022, closing a stake of 27,334 shares — an estimated $1.17M sold.

Integrated Wealth Concepts first reported a position in SPGM in Q3 2021 and held it in 5 quarters. The position peaked at $1.18M in Q2 2022. 85 funds tracked by Wall St. Rank hold SPGM as of Q4 2022.

Integrated Wealth Concepts reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Integrated Wealth Concepts sold 27,334 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2022, an estimated $1.17M.
Integrated Wealth Concepts first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2021 and held it in 5 quarters.
Integrated Wealth Concepts's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.18M 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 Integrated Wealth Concepts's 13F filing for Q4 2022, filed 13 Feb 2023.