Integrated Wealth Management (Palm Desert)’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$263K	Buy	7,574 +930	+14%	+$31.6K	0.09%	203
2016 Q4	$218K	Buy	6,644 +2,320	+54%	+$75.8K	0.08%	222
2016 Q3	$142K	Sell	4,324 -2,956	-41%	-$95.9K	0.05%	276
2016 Q2	$225K	Sell	7,280 -850	-10%	-$26.5K	0.09%	200
2016 Q1	$251K	Buy	8,130 +1,916	+31%	+$55.8K	0.11%	162
2015 Q4	$191K	Buy	6,214 +34	+0.6%	+$1.07K	0.08%	191
2015 Q3	$188K	Buy	6,180 +634	+11%	+$20.1K	0.08%	192
2015 Q2	$184K	Buy	5,546 +2,556	+85%	+$86.6K	0.07%	202
2015 Q1	$99K	Buy	+2,990	New	+$97.8K	0.04%	272

Other funds holding SPGM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SFA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SPGM Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 14% in Q1 2017, buying an estimated $31.6K and bringing the position to 7,574 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #203.

Integrated Wealth Management (Palm Desert) first reported a position in SPGM in Q1 2015 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold SPGM as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 7,574 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $263K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 930 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2017, an estimated $31.6K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.09% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #203 holding.
Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2015 and has held it in 9 quarters since.
23 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.