Howe & Rusling’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Howe & Rusling’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 Q3	–	Sell	-76	Closed	-$3K	–	864
2020 Q2	$3K	Hold	76	–	–	﹤0.01%	631
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	592
2019 Q4	$3K	Hold	76	–	–	﹤0.01%	632
2019 Q3	$3K	Hold	76	–	–	﹤0.01%	641
2019 Q2	$3K	Hold	76	–	–	﹤0.01%	624
2019 Q1	$3K	Hold	76	–	–	﹤0.01%	629
2018 Q4	$3K	Hold	76	–	–	﹤0.01%	625
2018 Q3	$3K	Buy	+76	New	+$3.03K	﹤0.01%	679

Other funds holding SPGM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SFA

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

AAM

Aware Asset Management Eagan, Minnesota $117M AUM

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Howe & Rusling's SPGM Position: Q3 2020 in Review

Howe & Rusling sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2020, closing a stake of 76 shares — an estimated $3K sold.

Howe & Rusling first reported a position in SPGM in Q3 2018 and held it in 8 quarters. The position peaked at $3K in Q2 2020. 45 funds tracked by Wall St. Rank hold SPGM as of Q3 2020.

Howe & Rusling reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2020 after selling out during the quarter.
Howe & Rusling sold 76 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2020, an estimated $3K.
Howe & Rusling first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2018 and held it in 8 quarters.
Howe & Rusling's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3K in Q2 2020.
45 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2020.

Based on Howe & Rusling's 13F filing for Q3 2020, filed 6 Nov 2020.