Syntal Capital Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Syntal Capital 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
2023 Q4	–	Sell	-58,069	Closed	-$2.93M	–	86
2023 Q3	$2.93M	Sell	58,069 -78,193	-57%	-$4.09M	2.28%	8
2023 Q2	$7.13M	Sell	136,262 -1,352	-1%	-$68.5K	2.86%	7
2023 Q1	$6.86M	Buy	+137,614	New	+$6.74M	2.51%	7

Other funds holding SPGM

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Syntal Capital Partners's SPGM Position: Q4 2023 in Review

Syntal Capital Partners sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2023, closing a stake of 58,069 shares — an estimated $2.93M sold.

Syntal Capital Partners first reported a position in SPGM in Q1 2023 and held it in 3 quarters. The position peaked at $7.13M in Q2 2023. 105 funds tracked by Wall St. Rank hold SPGM as of Q4 2023.

Syntal Capital Partners reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Syntal Capital Partners sold 58,069 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2023, an estimated $2.93M.
Syntal Capital Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2023 and held it in 3 quarters.
Syntal Capital Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $7.13M in Q2 2023.
105 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2023.

Based on Syntal Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.