MG
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Mather Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Mather 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
-5,037
Closed -$216K – 176
2019
Q4 		$216K Buy
5,037
+23
+0.5% +$954 0.01% 157
2019
Q3 		$200K Buy
+5,014
New +$199K 0.01% 71

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 $299B AUM 28.69% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 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 $1.93B AUM 18.43% 1-Year Est. Return

Mather Group's SPGM Position: Q1 2020 in Review

Mather Group sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2020, closing a stake of 5,037 shares — an estimated $216K sold.

Mather Group first reported a position in SPGM in Q3 2019 and held it in 2 quarters. The position peaked at $216K in Q4 2019. 45 funds tracked by Wall St. Rank hold SPGM as of Q1 2020.

  • Mather Group reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Mather Group sold 5,037 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2020, an estimated $216K.
  • Mather Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2019 and held it in 2 quarters.
  • Mather Group's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $216K 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 Mather Group's 13F filing for Q1 2020, filed 14 May 2020.