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Horan Securities’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Horan Securities’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
Q3 		– Sell
-602
Closed -$24K – 288
2019
Q2 		$24K Buy
+602
New +$23.8K 0.03% 111

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horan Securities's SPGM Position: Q3 2019 in Review

Horan Securities sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2019, closing a stake of 602 shares — an estimated $24K sold.

Horan Securities first reported a position in SPGM in Q2 2019 and held it in 1 quarter. The position peaked at $24K in Q2 2019. 47 funds tracked by Wall St. Rank hold SPGM as of Q3 2019.

  • Horan Securities reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2019 after selling out during the quarter.
  • Horan Securities sold 602 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2019, an estimated $24K.
  • Horan Securities first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2019 and held it in 1 quarter.
  • Horan Securities's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $24K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2019.

Based on Horan Securities's 13F filing for Q3 2019, filed 21 Oct 2019.