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

StrategIQ Financial Group’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 		$471K Buy
8,508
+2,093
+33% +$109K 0.05% 217
2023
Q3 		$324K Buy
6,415
+979
+18% +$51.3K 0.04% 244
2023
Q2 		$285K Buy
5,436
+1,265
+30% +$64.1K 0.03% 259
2023
Q1 		$208K Buy
+4,171
New +$204K 0.02% 279

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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

StrategIQ Financial Group's SPGM Position: Q4 2023 in Review

StrategIQ Financial Group increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 33% in Q4 2023, buying an estimated $109K and bringing the position to 8,508 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #217.

StrategIQ Financial Group first reported a position in SPGM in Q1 2023 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold SPGM as of Q4 2023.

  • StrategIQ Financial Group held 8,508 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $471K as of Q4 2023.
  • StrategIQ Financial Group bought 2,093 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2023, an estimated $109K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.05% of StrategIQ Financial Group's portfolio in Q4 2023, its #217 holding.
  • StrategIQ Financial Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2023 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.