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Ladenburg Thalmann Financial Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$95K Buy
2,222
+5
+0.2% +$207 ﹤0.01% 3051
2019
Q3 		$89K Sell
2,217
-1
-0% -$40 ﹤0.01% 3019
2019
Q2 		$89K Buy
2,218
+38
+2% +$1.5K ﹤0.01% 3052
2019
Q1 		$85K Buy
2,180
+110
+5% +$4.16K ﹤0.01% 3005
2018
Q4 		$72K Sell
2,070
-8,282
-80% -$311K ﹤0.01% 2994
2018
Q3 		$419K Buy
10,352
+318
+3% +$12.7K ﹤0.01% 1743
2018
Q2 		$393K Hold
10,034
– – ﹤0.01% 1727
2018
Q1 		$393K Buy
10,034
+8,052
+406% +$322K ﹤0.01% 1727
2017
Q4 		$79K Buy
1,982
+348
+21% +$13.5K ﹤0.01% 2892
2017
Q3 		$62K Sell
1,634
-280
-15% -$10.3K ﹤0.01% 2949
2017
Q2 		$69K Buy
1,914
+446
+30% +$15.8K ﹤0.01% 2783
2017
Q1 		$51K Buy
+1,468
New +$49.9K ﹤0.01% 2899
2016
Q4 		– Sell
-172
Closed -$6K – 4948
2016
Q3 		$6K Buy
+172
New +$5.58K ﹤0.01% 4087
2015
Q3 		– Sell
-448
Closed -$15K – 4718
2015
Q2 		$15K Sell
448
-80
-15% -$2.71K ﹤0.01% 3428
2015
Q1 		$18K Buy
528
+448
+560% +$14.7K ﹤0.01% 3259
2014
Q4 		$3K Hold
80
– – ﹤0.01% 3943
2014
Q3 		$3K Buy
+80
New +$2.61K ﹤0.01% 3585

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SPGM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.23% in Q4 2019, buying an estimated $207 and bringing the position to 2,222 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

Ladenburg Thalmann Financial Services first reported a position in SPGM in Q3 2014 and has held it in 17 quarters since. The position peaked at $419K in Q3 2018. 55 funds tracked by Wall St. Rank hold SPGM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,222 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $95K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 5 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2019, an estimated $207.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3051 holding.
  • Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2014 and has held it in 17 quarters since.
  • Ladenburg Thalmann Financial Services's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $419K in Q3 2018.
  • 55 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.