CBIZ Investment Advisory Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

CBIZ Investment Advisory Services’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	–	Hold	0	–	–	–	58
2020 Q3	–	Hold	0	–	–	–	39
2020 Q2	–	Hold	0	–	–	–	46
2020 Q1	–	Hold	0	–	–	–	49
2019 Q4	–	Hold	0	–	–	–	52

Other funds holding SPGM

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

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

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

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

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