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

Sterling Financial Planning’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
2021 Q4	–	Sell	-355	Closed	-$19K	–	351
2021 Q3	$19K	Sell	355 -356	-50%	-$20K	0.01%	267
2021 Q2	$39K	Buy	711 +1	+0.1%	+$55	0.03%	195
2021 Q1	$37K	Hold	710	–	–	0.03%	179
2020 Q4	$35K	Buy	+710	New	+$32.8K	0.03%	170

Other funds holding SPGM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Sterling Financial Planning's SPGM Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2021, closing a stake of 355 shares — an estimated $19K sold.

Sterling Financial Planning first reported a position in SPGM in Q4 2020 and held it in 4 quarters. The position peaked at $39K in Q2 2021. 71 funds tracked by Wall St. Rank hold SPGM as of Q4 2021.

Sterling Financial Planning reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 355 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2021, an estimated $19K.
Sterling Financial Planning first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $39K in Q2 2021.
71 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.