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Transcend Capital Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Transcend Capital Advisors’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
-46,807
Closed -$2.01M – 241
2019
Q4 		$2.01M Buy
+46,807
New +$1.94M 0.54% 57

Other funds holding SPGM

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
WA
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
BL
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Transcend Capital Advisors's SPGM Position: Q1 2020 in Review

Transcend Capital Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2020, closing a stake of 46,807 shares — an estimated $2.01M sold.

Transcend Capital Advisors first reported a position in SPGM in Q4 2019 and held it in 1 quarter. The position peaked at $2.01M in Q4 2019. 45 funds tracked by Wall St. Rank hold SPGM as of Q1 2020.

  • Transcend Capital Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Transcend Capital Advisors sold 46,807 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2020, an estimated $2.01M.
  • Transcend Capital Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Transcend Capital Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.01M 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 Transcend Capital Advisors's 13F filing for Q1 2020, filed 8 May 2020.