Stratos Wealth Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Stratos Wealth Partners’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
2022 Q2	–	Sell	-5,957	Closed	-$326K	–	1291
2022 Q1	$326K	Sell	5,957 -19,841	-77%	-$1.09M	0.01%	964
2021 Q4	$1.49M	Buy	25,798 +5,888	+30%	+$337K	0.03%	439
2021 Q3	$1.09M	Buy	19,910 +862	+5%	+$48.4K	0.03%	501
2021 Q2	$1.06M	Buy	+19,048	New	+$1.04M	0.03%	527

Other funds holding SPGM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

GKWIM

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

Stratos Wealth Partners's SPGM Position: Q2 2022 in Review

Stratos Wealth Partners sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2022, closing a stake of 5,957 shares — an estimated $326K sold.

Stratos Wealth Partners first reported a position in SPGM in Q2 2021 and held it in 4 quarters. The position peaked at $1.49M in Q4 2021. 74 funds tracked by Wall St. Rank hold SPGM as of Q2 2022.

Stratos Wealth Partners reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Partners sold 5,957 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2022, an estimated $326K.
Stratos Wealth Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2021 and held it in 4 quarters.
Stratos Wealth Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.49M in Q4 2021.
74 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.