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

TrinityPoint 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
2024 Q4	$3.95M	Buy	62,389 +1,291	+2%	+$83.7K	0.56%	43
2024 Q3	$3.96M	Buy	61,098 +582	+1%	+$36.1K	0.57%	42
2024 Q2	$3.68M	Buy	60,516 +1,697	+3%	+$101K	0.58%	40
2024 Q1	$3.51M	Buy	58,819 +3,598	+7%	+$205K	0.58%	42
2023 Q4	$3.06M	Buy	+55,221	New	+$2.87M	0.55%	46

Other funds holding SPGM

LPL Financial San Diego, California $445B AUM 25.58% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

PFM

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TrinityPoint Wealth's SPGM Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 2.1% in Q4 2024, buying an estimated $83.7K and bringing the position to 62,389 shares worth $3.95M. The position accounts for 0.56% of the portfolio, ranked #43.

TrinityPoint Wealth first reported a position in SPGM in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.96M in Q3 2024. 135 funds tracked by Wall St. Rank hold SPGM as of Q4 2024.

TrinityPoint Wealth held 62,389 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $3.95M as of Q4 2024.
TrinityPoint Wealth bought 1,291 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2024, an estimated $83.7K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.56% of TrinityPoint Wealth's portfolio in Q4 2024, its #43 holding.
TrinityPoint Wealth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2023 and has held it in 5 quarters since.
TrinityPoint Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3.96M in Q3 2024.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.