MFT
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Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Moisand Fitzgerald Tamayo’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
-30
Closed -$1K – 285
2019
Q1 		$1K Hold
30
– – ﹤0.01% 270
2018
Q4 		$1K Hold
30
– – ﹤0.01% 268
2018
Q3 		$1K Hold
30
– – ﹤0.01% 292
2018
Q2 		$1K Hold
30
– – ﹤0.01% 275
2018
Q1 		$1K Hold
30
– – ﹤0.01% 313
2017
Q4 		$1K Hold
30
– – ﹤0.01% 274
2017
Q3 		$1K Buy
+30
New +$1.1K ﹤0.01% 305
2016
Q2 		– Sell
-30
Closed -$1K – 176
2016
Q1 		$1K Hold
30
– – ﹤0.01% 217
2015
Q4 		$1K Buy
+30
New +$947 ﹤0.01% 209

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 $1.93B AUM 18.43% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SPGM Position: Q2 2019 in Review

Moisand Fitzgerald Tamayo sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2019, closing a stake of 30 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in SPGM in Q4 2015 and held it in 9 quarters. The position peaked at $1K in Q1 2019. 44 funds tracked by Wall St. Rank hold SPGM as of Q2 2019.

  • Moisand Fitzgerald Tamayo reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2019 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 30 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2019, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2015 and held it in 9 quarters.
  • Moisand Fitzgerald Tamayo's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1K 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 Moisand Fitzgerald Tamayo's 13F filing for Q2 2019, filed 5 Aug 2019.