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

SVB Wealth’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
Q1 		– Sell
-4,107
Closed -$238K – 837
2021
Q4 		$238K Hold
4,107
– – ﹤0.01% 643
2021
Q3 		$225K Sell
4,107
-440
-10% -$24.7K ﹤0.01% 875
2021
Q2 		$252K Sell
4,547
-3,626
-44% -$198K ﹤0.01% 823
2021
Q1 		$428K Buy
+8,173
New +$419K 0.01% 573

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

SVB Wealth's SPGM Position: Q1 2022 in Review

SVB Wealth sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2022, closing a stake of 4,107 shares — an estimated $238K sold.

SVB Wealth first reported a position in SPGM in Q1 2021 and held it in 4 quarters. The position peaked at $428K in Q1 2021. 74 funds tracked by Wall St. Rank hold SPGM as of Q1 2022.

  • SVB Wealth reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • SVB Wealth sold 4,107 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2022, an estimated $238K.
  • SVB Wealth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2021 and held it in 4 quarters.
  • SVB Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $428K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.