IF
SPGM icon

Ironwood Financial’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-32
Closed -$1K – 273
2017
Q3 		$1K Hold
32
– – ﹤0.01% 257
2017
Q2 		$1K Hold
32
– – ﹤0.01% 256
2017
Q1 		$1K Hold
32
– – ﹤0.01% 257
2016
Q4 		$1K Hold
32
– – ﹤0.01% 261
2016
Q3 		$1K Hold
32
– – ﹤0.01% 264
2016
Q2 		$1K Hold
32
– – ﹤0.01% 270
2016
Q1 		$1K Buy
+32
New +$932 ﹤0.01% 275
2015
Q3 		$1K Buy
+32
New +$1.01K ﹤0.01% 357

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ironwood Financial's SPGM Position: Q4 2017 in Review

Ironwood Financial sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2017, closing a stake of 32 shares — an estimated $1K sold.

Ironwood Financial first reported a position in SPGM in Q3 2015 and held it in 8 quarters. The position peaked at $1K in Q3 2017. 30 funds tracked by Wall St. Rank hold SPGM as of Q4 2017.

  • Ironwood Financial reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2017 after selling out during the quarter.
  • Ironwood Financial sold 32 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2017, an estimated $1K.
  • Ironwood Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2015 and held it in 8 quarters.
  • Ironwood Financial's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1K in Q3 2017.
  • 30 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2017.

Based on Ironwood Financial's 13F filing for Q4 2017, filed 29 Jan 2018.