Focus Financial Network’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Focus Financial Network’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
2019 Q4	–	Sell	-7,178	Closed	-$286K	–	419
2019 Q3	$286K	Buy	7,178 +410	+6%	+$16.3K	0.04%	303
2019 Q2	$271K	Buy	6,768 +1,012	+18%	+$40K	0.04%	307
2019 Q1	$225K	Buy	+5,756	New	+$217K	0.04%	329

Other funds holding SPGM

SFA

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Focus Financial Network's SPGM Position: Q4 2019 in Review

Focus Financial Network sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2019, closing a stake of 7,178 shares — an estimated $286K sold.

Focus Financial Network first reported a position in SPGM in Q1 2019 and held it in 3 quarters. The position peaked at $286K in Q3 2019. 55 funds tracked by Wall St. Rank hold SPGM as of Q4 2019.

Focus Financial Network reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2019 after selling out during the quarter.
Focus Financial Network sold 7,178 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2019, an estimated $286K.
Focus Financial Network first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2019 and held it in 3 quarters.
Focus Financial Network's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $286K in Q3 2019.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2019.

Based on Focus Financial Network's 13F filing for Q4 2019, filed 24 Jul 2024.