KJWM
SPGM icon

Kiley Juergens Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-100
Closed -$4K – 548
2018
Q3 		$4K Hold
100
– – ﹤0.01% 543
2018
Q2 		$3K Buy
+100
New +$3.94K ﹤0.01% 516

Other funds holding SPGM

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kiley Juergens Wealth Management's SPGM Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Kiley Juergens Wealth Management first reported a position in SPGM in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 45 funds tracked by Wall St. Rank hold SPGM as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2018, an estimated $4K.
  • Kiley Juergens Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $4K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.