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

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-484
Closed -$19K – 392
2018
Q2 		$19K Hold
484
– – 0.02% 404
2018
Q1 		$19K Hold
484
– – 0.02% 398
2017
Q4 		$20K Buy
+484
New +$18.7K 0.02% 384

Other funds holding SPGM

UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Acorn Wealth Advisors's SPGM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2018, closing a stake of 484 shares — an estimated $19K sold.

Acorn Wealth Advisors first reported a position in SPGM in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 39 funds tracked by Wall St. Rank hold SPGM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 484 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2018, an estimated $19K.
  • Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $20K in Q4 2017.
  • 39 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.