Sargent Bickham Lagudis’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Sargent Bickham Lagudis’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	-3,162	Closed	-$136K	–	904
2019 Q4	$136K	Hold	3,162	–	–	0.02%	244
2019 Q3	$126K	Hold	3,162	–	–	0.02%	232
2019 Q2	$126K	Hold	3,162	–	–	0.02%	253
2019 Q1	$123K	Hold	3,162	–	–	0.01%	259
2018 Q4	$110K	Hold	3,162	–	–	0.01%	258
2018 Q3	$128K	Hold	3,162	–	–	0.02%	247
2018 Q2	$122K	Hold	3,162	–	–	0.02%	249
2018 Q1	$124K	Hold	3,162	–	–	0.02%	252
2017 Q4	$125K	Sell	3,162 -28	-0.9%	-$1.08K	0.01%	259
2017 Q3	$120K	Hold	3,190	–	–	0.01%	264
2017 Q2	$115K	Hold	3,190	–	–	0.01%	256
2017 Q1	$111K	Hold	3,190	–	–	0.01%	264
2016 Q4	$105K	Hold	3,190	–	–	0.02%	256
2016 Q3	$105	Hold	3,190	–	–	0.02%	265
2016 Q2	$99K	Sell	3,190 -98	-3%	-$3.05K	0.02%	273
2016 Q1	$101K	Buy	+3,288	New	+$95.8K	0.02%	279

Other funds holding SPGM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Sargent Bickham Lagudis's SPGM Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2020, closing a stake of 3,162 shares — an estimated $136K sold.

Sargent Bickham Lagudis first reported a position in SPGM in Q1 2016 and held it in 16 quarters. The position peaked at $136K in Q4 2019. 45 funds tracked by Wall St. Rank hold SPGM as of Q1 2020.

Sargent Bickham Lagudis reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 3,162 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2020, an estimated $136K.
Sargent Bickham Lagudis first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2016 and held it in 16 quarters.
Sargent Bickham Lagudis's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $136K 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 Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.