Next Financial Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Next Financial Group’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
2021 Q4	$275K	Hold	4,751	–	–	0.02%	765
2021 Q3	$260K	Hold	4,751	–	–	0.02%	725
2021 Q2	$264K	Hold	4,751	–	–	0.02%	730
2021 Q1	$249K	Buy	4,751 +4,378	+1,174%	+$225K	0.02%	690
2020 Q4	$18K	Buy	+373	New	+$17.2K	﹤0.01%	1587

Other funds holding SPGM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Next Financial Group's SPGM Position: Q4 2021 in Review

Next Financial Group held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q4 2021 at 4,751 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #765.

Next Financial Group first reported a position in SPGM in Q4 2020 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold SPGM as of Q4 2021.

Next Financial Group held 4,751 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $275K as of Q4 2021.
Next Financial Group left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q4 2021.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #765 holding.
Next Financial Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2020 and has held it in 5 quarters since.
71 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.