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Center for Financial Planning’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-204
Closed -$7K – 559
2020
Q1 		$7K Buy
+204
New +$8.15K ﹤0.01% 377

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
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
BL
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Center for Financial Planning's SPGM Position: Q2 2020 in Review

Center for Financial Planning sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2020, closing a stake of 204 shares — an estimated $7K sold.

Center for Financial Planning first reported a position in SPGM in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 43 funds tracked by Wall St. Rank hold SPGM as of Q2 2020.

  • Center for Financial Planning reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 204 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2020, an estimated $7K.
  • Center for Financial Planning first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $7K in Q1 2020.
  • 43 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.