Advisory Alpha’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-124	Closed	-$5K	–	564
2020 Q3	$5K	Buy	+124	New	+$5.29K	﹤0.01%	520
2020 Q2	–	Sell	-124	Closed	-$4.42K	–	534
2020 Q1	$4.42K	Sell	124 -6,673	-98%	-$267K	﹤0.01%	505
2019 Q4	$296K	Sell	6,797 -168	-2%	-$6.97K	0.07%	105
2019 Q3	$273K	Sell	6,965 -517	-7%	-$20.5K	0.08%	93
2019 Q2	$302K	Buy	7,482 +194	+3%	+$7.67K	0.1%	84
2019 Q1	$287K	Sell	7,288 -148	-2%	-$5.59K	0.1%	87
2018 Q4	$278K	Sell	7,436 -570	-7%	-$21.4K	0.13%	68
2018 Q3	$297K	Sell	8,006 -550	-6%	-$21.9K	0.08%	105
2018 Q2	$340K	Buy	+8,556	New	+$337K	0.09%	105

Other funds holding SPGM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFA

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

AAM

Aware Asset Management Eagan, Minnesota $117M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

GWM

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Advisory Alpha's SPGM Position: Q4 2020 in Review

Advisory Alpha sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2020, closing a stake of 124 shares — an estimated $5K sold.

Advisory Alpha first reported a position in SPGM in Q2 2018 and held it in 9 quarters. The position peaked at $340K in Q2 2018. 50 funds tracked by Wall St. Rank hold SPGM as of Q4 2020.

Advisory Alpha reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 124 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2020, an estimated $5K.
Advisory Alpha first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2018 and held it in 9 quarters.
Advisory Alpha's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $340K in Q2 2018.
50 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.