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

IFP 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
2020 Q4	–	Sell	-44	Closed	-$2.03K	–	3080
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	2512
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	2426
2020 Q1	$1K	Hold	44	–	–	﹤0.01%	2608
2019 Q4	$2K	Hold	44	–	–	﹤0.01%	2550
2019 Q3	$2K	Buy	+44	New	+$1.75K	﹤0.01%	2731
2019 Q1	–	Sell	-146	Closed	-$5K	–	3292
2018 Q4	$5K	Hold	146	–	–	﹤0.01%	2868
2018 Q3	$6K	Buy	+146	New	+$5.82K	﹤0.01%	3148

Other funds holding SPGM

SMM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

IFP Advisors's SPGM Position: Q4 2020 in Review

IFP Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2020, closing a stake of 44 shares — an estimated $2.03K sold.

IFP Advisors first reported a position in SPGM in Q3 2018 and held it in 7 quarters. The position peaked at $6K in Q3 2018. 50 funds tracked by Wall St. Rank hold SPGM as of Q4 2020.

IFP Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2020 after selling out during the quarter.
IFP Advisors sold 44 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2020, an estimated $2.03K.
IFP Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2018 and held it in 7 quarters.
IFP Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $6K in Q3 2018.
50 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2020.

Based on IFP Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.