Prudential Financial’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Prudential Financial’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 Q4	–	Sell	-45,405	Closed	-$2.94M	–	2659
2024 Q3	$2.94M	Buy	45,405 +2,372	+6%	+$147K	﹤0.01%	1254
2024 Q2	$2.62M	Buy	43,033 +6,694	+18%	+$398K	﹤0.01%	1275
2024 Q1	$2.17M	Buy	36,339 +10,272	+39%	+$585K	﹤0.01%	1406
2023 Q4	$1.44M	Sell	26,067 -2,681	-9%	-$139K	﹤0.01%	1630
2023 Q3	$1.45M	Buy	28,748 +1,082	+4%	+$56.6K	﹤0.01%	1558
2023 Q2	$1.45M	Buy	27,666 +2,252	+9%	+$114K	﹤0.01%	1613
2023 Q1	$1.27M	Buy	+25,414	New	+$1.24M	﹤0.01%	1611

Other funds holding SPGM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 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

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

Prudential Financial's SPGM Position: Q4 2024 in Review

Prudential Financial sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2024, closing a stake of 45,405 shares — an estimated $2.94M sold.

Prudential Financial first reported a position in SPGM in Q1 2023 and held it in 7 quarters. The position peaked at $2.94M in Q3 2024. 135 funds tracked by Wall St. Rank hold SPGM as of Q4 2024.

Prudential Financial reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 45,405 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2024, an estimated $2.94M.
Prudential Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2023 and held it in 7 quarters.
Prudential Financial's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.94M in Q3 2024.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.