Proquility Private Wealth Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Proquility Private Wealth Partners’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 Q1	–	Sell	-9,999	Closed	-$553K	–	86
2023 Q4	$553K	Buy	+9,999	New	+$519K	0.21%	78

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 $21.3B AUM 22.13% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $119M AUM 12.28% 1-Year Est. Return

Proquility Private Wealth Partners's SPGM Position: Q1 2024 in Review

Proquility Private Wealth Partners sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2024, closing a stake of 9,999 shares — an estimated $553K sold.

Proquility Private Wealth Partners first reported a position in SPGM in Q4 2023 and held it in 1 quarter. The position peaked at $553K in Q4 2023. 122 funds tracked by Wall St. Rank hold SPGM as of Q1 2024.

Proquility Private Wealth Partners reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Proquility Private Wealth Partners sold 9,999 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2024, an estimated $553K.
Proquility Private Wealth Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2023 and held it in 1 quarter.
Proquility Private Wealth Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $553K in Q4 2023.
122 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2024.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.