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

KCM Investment 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
Q1 		– Sell
-5,068
Closed -$218K – 338
2019
Q4 		$218K Buy
+5,068
New +$210K 0.01% 328

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

KCM Investment Advisors's SPGM Position: Q1 2020 in Review

KCM Investment Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2020, closing a stake of 5,068 shares — an estimated $218K sold.

KCM Investment Advisors first reported a position in SPGM in Q4 2019 and held it in 1 quarter. The position peaked at $218K in Q4 2019. 45 funds tracked by Wall St. Rank hold SPGM as of Q1 2020.

  • KCM Investment Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • KCM Investment Advisors sold 5,068 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2020, an estimated $218K.
  • KCM Investment Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • KCM Investment Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $218K 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 KCM Investment Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.