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Jordan Park Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Jordan Park Group’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
Q1 		– Sell
-5,498
Closed -$236K – 49
2019
Q4 		$236K Buy
+5,498
New +$228K 0.02% 42

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BL
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Jordan Park Group's SPGM Position: Q1 2020 in Review

Jordan Park Group sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2020, closing a stake of 5,498 shares — an estimated $236K sold.

Jordan Park Group first reported a position in SPGM in Q4 2019 and held it in 1 quarter. The position peaked at $236K in Q4 2019. 45 funds tracked by Wall St. Rank hold SPGM as of Q1 2020.

  • Jordan Park Group reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Jordan Park Group sold 5,498 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2020, an estimated $236K.
  • Jordan Park Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Jordan Park Group's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $236K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2020.

Based on Jordan Park Group's 13F filing for Q1 2020, filed 8 Apr 2020.