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Portfolio Solutions’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Portfolio Solutions’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
2018
Q2 		– Sell
-2,018
Closed -$79K – 155
2018
Q1 		$79K Hold
2,018
– – 0.01% 60
2017
Q4 		$80K Sell
2,018
-48
-2% -$1.86K 0.01% 59
2017
Q3 		$78K Hold
2,066
– – 0.01% 56
2017
Q2 		$74K Hold
2,066
– – 0.01% 55
2017
Q1 		$72K Buy
+2,066
New +$70.3K 0.01% 50

Other funds holding SPGM

UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Portfolio Solutions's SPGM Position: Q2 2018 in Review

Portfolio Solutions sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2018, closing a stake of 2,018 shares — an estimated $79K sold.

Portfolio Solutions first reported a position in SPGM in Q1 2017 and held it in 5 quarters. The position peaked at $80K in Q4 2017. 33 funds tracked by Wall St. Rank hold SPGM as of Q2 2018.

  • Portfolio Solutions reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 2,018 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2018, an estimated $79K.
  • Portfolio Solutions first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2017 and held it in 5 quarters.
  • Portfolio Solutions's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $80K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.