SWM
COLO

Spire Wealth Management’s Global X MSCI Colombia ETF COLO Stock Holding History

Spire Wealth Management’s Portfolio COLO Stock Details COLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,682
Closed -$79K – 2951
2021
Q3 		$79K Hold
2,682
– – ﹤0.01% 1281
2021
Q2 		$75K Hold
2,682
– – ﹤0.01% 1314
2021
Q1 		$77K Buy
+2,682
New +$81.1K ﹤0.01% 1511

Other funds holding COLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Spire Wealth Management's COLO Position: Q4 2021 in Review

Spire Wealth Management sold out of Global X MSCI Colombia ETF (COLO) in Q4 2021, closing a stake of 2,682 shares — an estimated $79K sold.

Spire Wealth Management first reported a position in COLO in Q1 2021 and held it in 3 quarters. The position peaked at $79K in Q3 2021. 11 funds tracked by Wall St. Rank hold COLO as of Q4 2021.

  • Spire Wealth Management reported no remaining Global X MSCI Colombia ETF position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 2,682 Global X MSCI Colombia ETF shares in Q4 2021, an estimated $79K.
  • Spire Wealth Management first reported a position in Global X MSCI Colombia ETF in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Global X MSCI Colombia ETF position peaked at $79K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held Global X MSCI Colombia ETF as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.