Cypress Wealth Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Cypress Wealth 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 Q1	–	Sell	-6,143	Closed	-$264K	–	272
2019 Q4	$264K	Sell	6,143 -19	-0.3%	-$788	0.07%	204
2019 Q3	$246K	Sell	6,162 -6,184	-50%	-$246K	0.07%	208
2019 Q2	$494K	Buy	12,346 +876	+8%	+$34.6K	0.14%	130
2019 Q1	$448K	Sell	11,470 -1,838	-14%	-$69.5K	0.14%	130
2018 Q4	$463K	Buy	13,308 +232	+2%	+$8.7K	0.18%	115
2018 Q3	$530K	Sell	13,076 -232	-2%	-$9.24K	0.19%	117
2018 Q2	$514K	Buy	13,308 +1,696	+15%	+$66.8K	0.2%	115
2018 Q1	$454K	Buy	11,612 +2,236	+24%	+$89.5K	0.19%	110
2017 Q4	$370K	Buy	+9,376	New	+$363K	0.15%	127

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

Cypress Wealth Services's SPGM Position: Q1 2020 in Review

Cypress Wealth Services sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2020, closing a stake of 6,143 shares — an estimated $264K sold.

Cypress Wealth Services first reported a position in SPGM in Q4 2017 and held it in 9 quarters. The position peaked at $530K in Q3 2018. 45 funds tracked by Wall St. Rank hold SPGM as of Q1 2020.

Cypress Wealth Services reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Cypress Wealth Services sold 6,143 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2020, an estimated $264K.
Cypress Wealth Services first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2017 and held it in 9 quarters.
Cypress Wealth Services's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $530K in Q3 2018.
45 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.