TrustCore Financial Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

TrustCore Financial Services’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 Q4	–	Sell	-278	Closed	-$12K	–	1136
2022 Q3	$12K	Hold	278	–	–	﹤0.01%	721
2022 Q2	$13K	Hold	278	–	–	﹤0.01%	710
2022 Q1	$15K	Hold	278	–	–	﹤0.01%	699
2021 Q4	$16K	Hold	278	–	–	﹤0.01%	633
2021 Q3	$15K	Buy	278 +144	+107%	+$8.09K	﹤0.01%	694
2021 Q2	$7K	Hold	134	–	–	﹤0.01%	805
2021 Q1	$7K	Hold	134	–	–	﹤0.01%	753
2020 Q4	$7K	Hold	134	–	–	﹤0.01%	732
2020 Q3	$6K	Hold	134	–	–	﹤0.01%	671
2020 Q2	$5K	Hold	134	–	–	﹤0.01%	716
2020 Q1	$5K	Hold	134	–	–	﹤0.01%	692
2019 Q4	$6K	Hold	134	–	–	﹤0.01%	715
2019 Q3	$5K	Hold	134	–	–	﹤0.01%	757
2019 Q2	$5K	Hold	134	–	–	﹤0.01%	744
2019 Q1	$5K	Buy	134 +78	+139%	+$2.95K	﹤0.01%	680
2018 Q4	$2K	Hold	56	–	–	﹤0.01%	406
2018 Q3	$2K	Hold	56	–	–	﹤0.01%	774
2018 Q2	$2K	Hold	56	–	–	﹤0.01%	851
2018 Q1	$2K	Buy	56 +50	+833%	+$2K	﹤0.01%	656
2017 Q4	$0	Buy	+6	New	+$232	﹤0.01%	681

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

MIH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

TrustCore Financial Services's SPGM Position: Q4 2022 in Review

TrustCore Financial Services sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2022, closing a stake of 278 shares — an estimated $12K sold.

TrustCore Financial Services first reported a position in SPGM in Q4 2017 and held it in 20 quarters. The position peaked at $16K in Q4 2021. 85 funds tracked by Wall St. Rank hold SPGM as of Q4 2022.

TrustCore Financial Services reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2022 after selling out during the quarter.
TrustCore Financial Services sold 278 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2022, an estimated $12K.
TrustCore Financial Services first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2017 and held it in 20 quarters.
TrustCore Financial Services's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $16K in Q4 2021.
85 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.