Advisor Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Advisor Group’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
2019 Q4	$7K	Buy	152 +36	+31%	+$1.49K	﹤0.01%	4530
2019 Q3	$5K	Hold	116	–	–	﹤0.01%	4682
2019 Q2	$5K	Buy	116 +38	+49%	+$1.5K	﹤0.01%	4696
2019 Q1	$3K	Sell	78 -8	-9%	-$302	﹤0.01%	4867
2018 Q4	$3K	Hold	86	–	–	﹤0.01%	4732
2018 Q3	$3K	Hold	86	–	–	﹤0.01%	4762
2018 Q2	$3K	Hold	86	–	–	﹤0.01%	4566
2018 Q1	$3K	Buy	+86	New	+$3.44K	﹤0.01%	4597
2017 Q4	–	Sell	-1,370	Closed	-$52K	–	5061
2017 Q3	$52K	Buy	+1,370	New	+$50.3K	﹤0.01%	2912

Other funds holding SPGM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's SPGM Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 31% in Q4 2019, buying an estimated $1.49K and bringing the position to 152 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #4530.

Advisor Group first reported a position in SPGM in Q3 2017 and has held it in 9 quarters since. The position peaked at $52K in Q3 2017. 55 funds tracked by Wall St. Rank hold SPGM as of Q4 2019.

Advisor Group held 152 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $7K as of Q4 2019.
Advisor Group bought 36 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2019, an estimated $1.49K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4530 holding.
Advisor Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2017 and has held it in 9 quarters since.
Advisor Group's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $52K in Q3 2017.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.