Tilia Fiduciary Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Tilia Fiduciary 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 Q3	–	Sell	-20	Closed	-$1.03K	–	429
2023 Q2	$1.03K	Buy	20 +1	+5%	+$51	﹤0.01%	500
2023 Q1	$970	Hold	19	–	–	﹤0.01%	484
2022 Q4	$907	Hold	19	–	–	﹤0.01%	476
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	501
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	519
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	523
2021 Q4	$1K	Buy	+19	New	+$1.09K	﹤0.01%	546

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 $21.8B AUM 28.57% 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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Tilia Fiduciary Partners's SPGM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2023, closing a stake of 20 shares — an estimated $1.03K sold.

Tilia Fiduciary Partners first reported a position in SPGM in Q4 2021 and held it in 7 quarters. The position peaked at $1.03K in Q2 2023. 99 funds tracked by Wall St. Rank hold SPGM as of Q3 2023.

Tilia Fiduciary Partners reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 20 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2023, an estimated $1.03K.
Tilia Fiduciary Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.03K in Q2 2023.
99 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.