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Ferris Capital’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Ferris Capital’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
Q3 		– Sell
-15,549
Closed -$863K – 213
2021
Q2 		$863K Buy
+15,549
New +$850K 0.34% 25

Other funds holding SPGM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Ferris Capital's SPGM Position: Q3 2021 in Review

Ferris Capital sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2021, closing a stake of 15,549 shares — an estimated $863K sold.

Ferris Capital first reported a position in SPGM in Q2 2021 and held it in 1 quarter. The position peaked at $863K in Q2 2021. 66 funds tracked by Wall St. Rank hold SPGM as of Q3 2021.

  • Ferris Capital reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2021 after selling out during the quarter.
  • Ferris Capital sold 15,549 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2021, an estimated $863K.
  • Ferris Capital first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2021 and held it in 1 quarter.
  • Ferris Capital's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $863K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2021.

Based on Ferris Capital's 13F filing for Q3 2021, filed 16 Nov 2021.