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NWAM LLC’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

NWAM LLC’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
Q4 		– Sell
-3,977
Closed -$201K – 569
2023
Q3 		$201K Buy
+3,977
New +$208K 0.02% 479

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Legal & General Group
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NWAM LLC's SPGM Position: Q4 2023 in Review

NWAM LLC sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2023, closing a stake of 3,977 shares — an estimated $201K sold.

NWAM LLC first reported a position in SPGM in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 105 funds tracked by Wall St. Rank hold SPGM as of Q4 2023.

  • NWAM LLC reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • NWAM LLC sold 3,977 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2023, an estimated $201K.
  • NWAM LLC first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2023 and held it in 1 quarter.
  • NWAM LLC's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $201K in Q3 2023.
  • 105 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2023.

Based on NWAM LLC's 13F filing for Q4 2023, filed 14 Feb 2024.