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

MinichMacGregor 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
2023
Q1 		– Sell
-249
Closed -$11.6K – 563
2022
Q4 		$11.6K Buy
+249
New +$11.6K ﹤0.01% 387

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
Mirae Asset Global Investments
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

MinichMacGregor Wealth Management's SPGM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2023, closing a stake of 249 shares — an estimated $11.6K sold.

MinichMacGregor Wealth Management first reported a position in SPGM in Q4 2022 and held it in 1 quarter. The position peaked at $11.6K in Q4 2022. 93 funds tracked by Wall St. Rank hold SPGM as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 249 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2023, an estimated $11.6K.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $11.6K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.