Intelligence Driven Advisers’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Intelligence Driven Advisers’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	-12,683	Closed	-$505K	–	103
2020 Q2	$505K	Sell	12,683 -590	-4%	-$22.1K	0.18%	56
2020 Q1	$446K	Buy	13,273 +2,803	+27%	+$112K	0.21%	57
2019 Q4	$450K	Buy	10,470 +3,842	+58%	+$159K	0.2%	54
2019 Q3	$265K	Buy	+6,628	New	+$263K	0.13%	78
2019 Q2	–	Sell	-12,226	Closed	-$477K	–	115
2019 Q1	$477K	Sell	12,226 -364	-3%	-$13.8K	0.26%	51
2018 Q4	$438K	Buy	+12,590	New	+$472K	0.28%	59

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

Intelligence Driven Advisers's SPGM Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2020, closing a stake of 12,683 shares — an estimated $505K sold.

Intelligence Driven Advisers first reported a position in SPGM in Q4 2018 and held it in 6 quarters. The position peaked at $505K in Q2 2020. 45 funds tracked by Wall St. Rank hold SPGM as of Q3 2020.

Intelligence Driven Advisers reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 12,683 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2020, an estimated $505K.
Intelligence Driven Advisers first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2018 and held it in 6 quarters.
Intelligence Driven Advisers's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $505K 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 Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.