TWM
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Tradition Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Tradition Wealth 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
2021
Q1 		– Sell
-90
Closed -$4K – 999
2020
Q4 		$4K Buy
+90
New +$4.16K ﹤0.01% 881

Other funds holding SPGM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Tradition Wealth Management's SPGM Position: Q1 2021 in Review

Tradition Wealth Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2021, closing a stake of 90 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in SPGM in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 58 funds tracked by Wall St. Rank hold SPGM as of Q1 2021.

  • Tradition Wealth Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 90 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2021, an estimated $4K.
  • Tradition Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $4K in Q4 2020.
  • 58 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.