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Islay Capital Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Islay Capital 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
Q1 		– Sell
-104
Closed -$5.75K – 222
2023
Q4 		$5.75K Buy
+104
New +$5.4K ﹤0.01% 187

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Islay Capital Management's SPGM Position: Q1 2024 in Review

Islay Capital Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2024, closing a stake of 104 shares — an estimated $5.75K sold.

Islay Capital Management first reported a position in SPGM in Q4 2023 and held it in 1 quarter. The position peaked at $5.75K in Q4 2023. 122 funds tracked by Wall St. Rank hold SPGM as of Q1 2024.

  • Islay Capital Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • Islay Capital Management sold 104 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2024, an estimated $5.75K.
  • Islay Capital Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2023 and held it in 1 quarter.
  • Islay Capital Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $5.75K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2024.

Based on Islay Capital Management's 13F filing for Q1 2024, filed 14 May 2024.