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

Mission 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
2019
Q2 		– Sell
-5,484
Closed -$214K – 334
2019
Q1 		$214K Buy
+5,484
New +$207K 0.02% 294

Other funds holding SPGM

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Mission Wealth Management's SPGM Position: Q2 2019 in Review

Mission Wealth Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2019, closing a stake of 5,484 shares — an estimated $214K sold.

Mission Wealth Management first reported a position in SPGM in Q1 2019 and held it in 1 quarter. The position peaked at $214K in Q1 2019. 44 funds tracked by Wall St. Rank hold SPGM as of Q2 2019.

  • Mission Wealth Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2019 after selling out during the quarter.
  • Mission Wealth Management sold 5,484 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2019, an estimated $214K.
  • Mission Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2019 and held it in 1 quarter.
  • Mission Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $214K in Q1 2019.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2019.

Based on Mission Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.