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Legacy Wealth Management (Tennessee)’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-68
Closed -$2.26K – 62
2016
Q4 		$2.26K Buy
+68
New +$2.22K ﹤0.01% 70

Other funds holding SPGM

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s SPGM Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2017, closing a stake of 68 shares — an estimated $2.26K sold.

Legacy Wealth Management (Tennessee) first reported a position in SPGM in Q4 2016 and held it in 1 quarter. The position peaked at $2.26K in Q4 2016. 23 funds tracked by Wall St. Rank hold SPGM as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 68 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2017, an estimated $2.26K.
  • Legacy Wealth Management (Tennessee) first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.26K in Q4 2016.
  • 23 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.