SFC
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Strategic Financial Concepts’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Strategic Financial Concepts’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 		– Sell
-12,116
Closed -$37.5K – 668
2024
Q2 		$37.5K Buy
+12,116
New +$721K 0.02% 271

Other funds holding SPGM

LPL Financial
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Legal & General Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Strategic Financial Concepts's SPGM Position: Q3 2024 in Review

Strategic Financial Concepts sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2024, closing a stake of 12,116 shares — an estimated $37.5K sold.

Strategic Financial Concepts first reported a position in SPGM in Q2 2024 and held it in 1 quarter. The position peaked at $37.5K in Q2 2024. 135 funds tracked by Wall St. Rank hold SPGM as of Q3 2024.

  • Strategic Financial Concepts reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 12,116 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2024, an estimated $37.5K.
  • Strategic Financial Concepts first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $37.5K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.