Wilbanks Smith & Thomas Asset Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-48,832	Closed	-$2.47M	–	538
2023 Q3	$2.47M	Buy	+48,832	New	+$2.56M	0.09%	136
2018 Q4	–	Sell	-302	Closed	-$12K	–	1170
2018 Q3	$12K	Buy	+302	New	+$12K	﹤0.01%	1000

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

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 $129M AUM 15.82% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's SPGM Position: Q4 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2023, closing a stake of 48,832 shares — an estimated $2.47M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SPGM in Q3 2018 and held it in 2 quarters. The position peaked at $2.47M in Q3 2023. 105 funds tracked by Wall St. Rank hold SPGM as of Q4 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 48,832 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2023, an estimated $2.47M.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2018 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.47M in Q3 2023.
105 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.