Raymond James Financial Services Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Raymond James Financial Services Advisors’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	$836K	Buy	12,900 +2,144	+20%	+$133K	﹤0.01%	2286
2024 Q2	$654K	Buy	10,756 +4,782	+80%	+$284K	﹤0.01%	2358
2024 Q1	$357K	Sell	5,974 -330	-5%	-$18.8K	﹤0.01%	2739
2023 Q4	$349K	Buy	+6,304	New	+$327K	﹤0.01%	2641
2023 Q3	–	Sell	-4,554	Closed	-$238K	–	3339
2023 Q2	$238K	Buy	+4,554	New	+$231K	﹤0.01%	2813
2019 Q1	–	Sell	-9,114	Closed	-$317K	–	2864
2018 Q4	$317K	Buy	+9,114	New	+$342K	﹤0.01%	1960

Other funds holding SPGM

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial Services Advisors's SPGM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 20% in Q3 2024, buying an estimated $133K and bringing the position to 12,900 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Raymond James Financial Services Advisors first reported a position in SPGM in Q4 2018 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold SPGM as of Q3 2024.

Raymond James Financial Services Advisors held 12,900 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $836K as of Q3 2024.
Raymond James Financial Services Advisors bought 2,144 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2024, an estimated $133K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2286 holding.
Raymond James Financial Services Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2018 and has held it in 6 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 Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.