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One Capital Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

One Capital 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
2014
Q4 		– Sell
-18
Closed -$1K – 419
2014
Q3 		$1K Buy
+18
New +$586 ﹤0.01% 577

Other funds holding SPGM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Trutina Financial Bellevue, Washington $76.7M AUM 19.34% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

One Capital Management's SPGM Position: Q4 2014 in Review

One Capital Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2014, closing a stake of 18 shares — an estimated $1K sold.

One Capital Management first reported a position in SPGM in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 12 funds tracked by Wall St. Rank hold SPGM as of Q4 2014.

  • One Capital Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2014 after selling out during the quarter.
  • One Capital Management sold 18 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2014, an estimated $1K.
  • One Capital Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2014 and held it in 1 quarter.
  • One Capital Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2014.

Based on One Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.