Planning Capital Management Corporation’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Planning Capital Management Corporation’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	$445K	Hold	6,872	–	–	0.3%	54
2024 Q2	$418K	Buy	6,872 +1,906	+38%	+$113K	0.29%	58
2024 Q1	$296K	Hold	4,966	–	–	0.22%	62
2023 Q4	$275K	Buy	+4,966	New	+$258K	0.21%	63

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

Planning Capital Management Corporation's SPGM Position: Q3 2024 in Review

Planning Capital Management Corporation held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q3 2024 at 6,872 shares worth $445K. The position accounts for 0.3% of the portfolio, ranked #54.

Planning Capital Management Corporation first reported a position in SPGM in Q4 2023 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold SPGM as of Q3 2024.

Planning Capital Management Corporation held 6,872 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $445K as of Q3 2024.
Planning Capital Management Corporation left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.3% of Planning Capital Management Corporation's portfolio in Q3 2024, its #54 holding.
Planning Capital Management Corporation first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2023 and has held it in 4 quarters since.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.