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

Total Wealth Planning’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	-8,190	Closed	-$429K	–	88
2023 Q2	$429K	Sell	8,190 -2,583	-24%	-$131K	0.09%	65
2023 Q1	$537K	Buy	10,773 +120	+1%	+$5.88K	0.12%	61
2022 Q4	$497K	Sell	10,653 -2,971	-22%	-$138K	0.12%	61
2022 Q3	$583K	Buy	13,624 +4	+0%	+$190	0.17%	53
2022 Q2	$627K	Buy	13,620 +1,817	+15%	+$90.8K	0.18%	54
2022 Q1	$647K	Buy	+11,803	New	+$646K	0.17%	53
2021 Q4	–	Sell	-14,152	Closed	-$775K	–	43
2021 Q3	$775K	Sell	14,152 -1,397	-9%	-$78.4K	0.28%	27
2021 Q2	$863K	Sell	15,549 -1,093	-7%	-$59.7K	0.34%	25
2021 Q1	$871K	Sell	16,642 -579	-3%	-$29.7K	0.37%	24
2020 Q4	$839K	Sell	17,221 -4,238	-20%	-$196K	0.39%	24
2020 Q3	$929K	Sell	21,459 -649	-3%	-$27.7K	0.48%	24
2020 Q2	$881K	Sell	22,108 -253	-1%	-$9.46K	0.49%	23
2020 Q1	$752K	Buy	+22,361	New	+$893K	0.49%	22

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 $299B AUM 28.69% 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

Total Wealth Planning's SPGM Position: Q3 2023 in Review

Total Wealth Planning sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2023, closing a stake of 8,190 shares — an estimated $429K sold.

Total Wealth Planning first reported a position in SPGM in Q1 2020 and held it in 13 quarters. The position peaked at $929K in Q3 2020. 99 funds tracked by Wall St. Rank hold SPGM as of Q3 2023.

Total Wealth Planning reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Total Wealth Planning sold 8,190 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2023, an estimated $429K.
Total Wealth Planning first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2020 and held it in 13 quarters.
Total Wealth Planning's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $929K in Q3 2020.
99 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2023.

Based on Total Wealth Planning's 13F filing for Q3 2023, filed 8 Nov 2023.