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Burleson & Co’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Burleson & Co’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
2021
Q2 		– Sell
-10
Closed -$1K – 401
2021
Q1 		$1K Buy
+10
New +$513 ﹤0.01% 350

Other funds holding SPGM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Mirae Asset Global Investments
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Burleson & Co's SPGM Position: Q2 2021 in Review

Burleson & Co sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Burleson & Co first reported a position in SPGM in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 65 funds tracked by Wall St. Rank hold SPGM as of Q2 2021.

  • Burleson & Co reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2021 after selling out during the quarter.
  • Burleson & Co sold 10 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2021, an estimated $1K.
  • Burleson & Co first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2021 and held it in 1 quarter.
  • Burleson & Co's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.