TL
SPGM icon

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

TrueWealth LLC’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
Q2 		$5K Sell
125
-123
-50% -$4.6K ﹤0.01% 567
2020
Q1 		$8K Buy
+248
New +$9.9K ﹤0.01% 486

Other funds holding SPGM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TrueWealth LLC's SPGM Position: Q2 2020 in Review

TrueWealth LLC reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 50% in Q2 2020, selling an estimated $4.6K and leaving 125 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

TrueWealth LLC first reported a position in SPGM in Q1 2020 and has held it in 2 quarters since. The position peaked at $8K in Q1 2020. 43 funds tracked by Wall St. Rank hold SPGM as of Q2 2020.

  • TrueWealth LLC held 125 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $5K as of Q2 2020.
  • TrueWealth LLC sold 123 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2020, an estimated $4.6K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #567 holding.
  • TrueWealth LLC first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2020 and has held it in 2 quarters since.
  • TrueWealth LLC's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $8K in Q1 2020.
  • 43 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.