Bell Rock Capital’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Bell Rock Capital’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 Q1	–	Sell	-390	Closed	-$16K	–	260
2019 Q4	$16K	Hold	390	–	–	0.01%	294
2019 Q3	$15K	Hold	390	–	–	0.01%	283
2019 Q2	$15K	Hold	390	–	–	0.01%	285
2019 Q1	$15K	Hold	390	–	–	0.01%	321
2018 Q4	$13K	Hold	390	–	–	0.01%	340
2018 Q3	$16K	Hold	390	–	–	0.01%	333
2018 Q2	$15K	Hold	390	–	–	0.01%	355
2018 Q1	$15K	Hold	390	–	–	0.01%	349
2017 Q4	$15K	Hold	390	–	–	0.01%	334
2017 Q3	$15K	Hold	390	–	–	0.01%	325
2017 Q2	$14K	Hold	390	–	–	0.01%	319
2017 Q1	$14K	Hold	390	–	–	0.01%	282
2016 Q4	$13K	Buy	+390	New	+$12.7K	0.01%	282

Other funds holding SPGM

SFA

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

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

GWM

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

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

PPA

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

RJA

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

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

Bell Rock Capital's SPGM Position: Q1 2020 in Review

Bell Rock Capital sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2020, closing a stake of 390 shares — an estimated $16K sold.

Bell Rock Capital first reported a position in SPGM in Q4 2016 and held it in 13 quarters. The position peaked at $16K in Q4 2019. 45 funds tracked by Wall St. Rank hold SPGM as of Q1 2020.

Bell Rock Capital reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 390 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2020, an estimated $16K.
Bell Rock Capital first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2016 and held it in 13 quarters.
Bell Rock Capital's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $16K in Q4 2019.
45 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.