Northwest Investment Counselors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Northwest Investment Counselors’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 Q3	$4.28K	Buy	+66	New	+$4.09K	﹤0.01%	512
2024 Q2	–	Sell	-66	Closed	-$3.94K	–	450
2024 Q1	$3.94K	Buy	+66	New	+$3.76K	﹤0.01%	448
2023 Q4	–	Sell	-66	Closed	-$3.33K	–	473
2023 Q3	$3.33K	Hold	66	–	–	﹤0.01%	485
2023 Q2	$3.45K	Hold	66	–	–	﹤0.01%	487
2023 Q1	$3.29K	Sell	66 -95	-59%	-$4.65K	﹤0.01%	487
2022 Q4	$7.51K	Buy	+161	New	+$7.47K	﹤0.01%	427

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 $21.8B AUM 28.57% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Northwest Investment Counselors's SPGM Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2024: 66 shares worth $4.28K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in SPGM as recently as Q1 2024.

Northwest Investment Counselors first reported a position in SPGM in Q4 2022 and has held it in 6 quarters since. The position peaked at $7.51K in Q4 2022. 135 funds tracked by Wall St. Rank hold SPGM as of Q3 2024.

Northwest Investment Counselors held 66 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $4.28K as of Q3 2024.
State Street SPDR Portfolio MSCI Global Stock Market ETF was a new Northwest Investment Counselors position in Q3 2024.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #512 holding.
Northwest Investment Counselors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and has held it in 6 quarters since.
Northwest Investment Counselors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $7.51K in Q4 2022.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.