Genesis Wealth Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Genesis Wealth Advisors’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
2015 Q2	$55.9K	Hold	1,690	–	–	0.05%	164
2015 Q1	$55.3K	Hold	1,690	–	–	0.05%	186
2014 Q4	$56.6K	Buy	+1,690	New	+$54.2K	0.04%	196

Other funds holding SPGM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

IWMPD

Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Genesis Wealth Advisors's SPGM Position: Q2 2015 in Review

Genesis Wealth Advisors held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2015 at 1,690 shares worth $55.9K. The position accounts for 0.05% of the portfolio, ranked #164.

Genesis Wealth Advisors first reported a position in SPGM in Q4 2014 and has held it in 3 quarters since. The position peaked at $56.6K in Q4 2014. 13 funds tracked by Wall St. Rank hold SPGM as of Q2 2015.

Genesis Wealth Advisors held 1,690 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $55.9K as of Q2 2015.
Genesis Wealth Advisors left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q2 2015.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #164 holding.
Genesis Wealth Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $56.6K in Q4 2014.
13 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.