Morris Financial Concepts’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Morris Financial 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
2023 Q2	–	Sell	-20	Closed	-$997	–	160
2023 Q1	$997	Hold	20	–	–	﹤0.01%	144
2022 Q4	$933	Sell	20 -20	-50%	-$928	﹤0.01%	139
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	107
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	117
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	114
2021 Q4	$2K	Buy	+40	New	+$2.29K	﹤0.01%	102

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Morris Financial Concepts's SPGM Position: Q2 2023 in Review

Morris Financial Concepts sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2023, closing a stake of 20 shares — an estimated $997 sold.

Morris Financial Concepts first reported a position in SPGM in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 93 funds tracked by Wall St. Rank hold SPGM as of Q2 2023.

Morris Financial Concepts reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2023 after selling out during the quarter.
Morris Financial Concepts sold 20 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2023, an estimated $997.
Morris Financial Concepts first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2021 and held it in 6 quarters.
Morris Financial Concepts's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2K in Q3 2022.
93 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2023.

Based on Morris Financial Concepts's 13F filing for Q2 2023, filed 9 Aug 2023.