Northeast Planning Associates NH’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Northeast Planning Associates NH’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
2025 Q1	–	Sell	-8,150	Closed	-$516K	–	56
2024 Q4	$516K	Buy	+8,150	New	+$529K	0.53%	26

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northeast Planning Associates NH's SPGM Position: Q1 2025 in Review

Northeast Planning Associates NH sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2025, closing a stake of 8,150 shares — an estimated $516K sold.

Northeast Planning Associates NH first reported a position in SPGM in Q4 2024 and held it in 1 quarter. The position peaked at $516K in Q4 2024. 131 funds tracked by Wall St. Rank hold SPGM as of Q1 2025.

Northeast Planning Associates NH reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Northeast Planning Associates NH sold 8,150 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2025, an estimated $516K.
Northeast Planning Associates NH first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and held it in 1 quarter.
Northeast Planning Associates NH's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $516K in Q4 2024.
131 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2025.

Based on Northeast Planning Associates NH's 13F filing for Q1 2025, filed 5 May 2025.