Raymond James & Associates’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Raymond James & Associates’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	-6,706	Closed	-$339K	–	3943
2023 Q3	$339K	Sell	6,706 -6,199	-48%	-$325K	﹤0.01%	3125
2023 Q2	$675K	Sell	12,905 -2,120	-14%	-$107K	﹤0.01%	2731
2023 Q1	$749K	Sell	15,025 -3,831	-20%	-$188K	﹤0.01%	2652
2022 Q4	$879K	Buy	+18,856	New	+$875K	﹤0.01%	2509
2021 Q2	–	Sell	-3,926	Closed	-$206K	–	4196
2021 Q1	$206K	Buy	+3,926	New	+$201K	﹤0.01%	3593
2020 Q2	–	Sell	-66,575	Closed	-$2.24M	–	3655
2020 Q1	$2.24M	Sell	66,575 -5,720	-8%	-$228K	﹤0.01%	1501
2019 Q4	$3.1M	Sell	72,295 -6,529	-8%	-$271K	﹤0.01%	1557
2019 Q3	$3.15M	Sell	78,824 -14,162	-15%	-$563K	﹤0.01%	1517
2019 Q2	$3.72M	Buy	+92,986	New	+$3.68M	0.01%	1406

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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

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

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

Raymond James & Associates's SPGM Position: Q4 2023 in Review

Raymond James & Associates sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2023, closing a stake of 6,706 shares — an estimated $339K sold.

Raymond James & Associates first reported a position in SPGM in Q2 2019 and held it in 9 quarters. The position peaked at $3.72M in Q2 2019. 105 funds tracked by Wall St. Rank hold SPGM as of Q4 2023.

Raymond James & Associates reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Raymond James & Associates sold 6,706 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2023, an estimated $339K.
Raymond James & Associates first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2019 and held it in 9 quarters.
Raymond James & Associates's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3.72M in Q2 2019.
105 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2023.

Based on Raymond James & Associates's 13F filing for Q4 2023, filed 16 Jan 2024.