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Catalyst Private Wealth’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Catalyst Private Wealth’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
-2,378
Closed -$103K – 249
2020
Q3 		$103K Buy
+2,378
New +$101K 0.1% 83

Other funds holding SPGM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
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
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Catalyst Private Wealth's SPGM Position: Q4 2020 in Review

Catalyst Private Wealth sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2020, closing a stake of 2,378 shares — an estimated $103K sold.

Catalyst Private Wealth first reported a position in SPGM in Q3 2020 and held it in 1 quarter. The position peaked at $103K in Q3 2020. 50 funds tracked by Wall St. Rank hold SPGM as of Q4 2020.

  • Catalyst Private Wealth reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 2,378 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2020, an estimated $103K.
  • Catalyst Private Wealth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $103K in Q3 2020.
  • 50 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.