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

United Capital Financial 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 Q2	–	Sell	-6,262	Closed	-$211K	–	1254
2020 Q1	$211K	Sell	6,262 -191	-3%	-$7.63K	﹤0.01%	1055
2019 Q4	$277K	Sell	6,453 -393	-6%	-$16.3K	﹤0.01%	1170
2019 Q3	$273K	Sell	6,846 -135,168	-95%	-$5.37M	﹤0.01%	1107
2019 Q2	$5.68M	Sell	142,014 -4,986	-3%	-$197K	0.04%	396
2019 Q1	$5.72M	Buy	147,000 +4,556	+3%	+$172K	0.04%	389
2018 Q4	$4.96M	Sell	142,444 -914	-0.6%	-$34.3K	0.04%	378
2018 Q3	$5.81M	Sell	143,358 -2,450	-2%	-$97.6K	0.04%	402
2018 Q2	$5.63M	Buy	145,808 +5,666	+4%	+$223K	0.04%	396
2018 Q1	$5.48M	Buy	140,142 +5,828	+4%	+$233K	0.04%	400
2017 Q4	$5.3M	Buy	134,314 +1,986	+2%	+$76.8K	0.04%	400
2017 Q3	$4.99M	Buy	132,328 +9,258	+8%	+$340K	0.04%	396
2017 Q2	$4.42M	Buy	123,070 +5,792	+5%	+$205K	0.04%	404
2017 Q1	$4.07M	Sell	117,278 -5,788	-5%	-$197K	0.04%	402
2016 Q4	$4.03M	Buy	123,066 +12,886	+12%	+$421K	0.04%	411
2016 Q3	$3.61M	Buy	110,180 +6,622	+6%	+$215K	0.04%	450
2016 Q2	$3.21M	Buy	103,558 +16,858	+19%	+$525K	0.03%	450
2016 Q1	$2.67M	Buy	86,700 +21,096	+32%	+$615K	0.03%	468
2015 Q4	$2.02M	Buy	65,604 +19,772	+43%	+$624K	0.02%	546
2015 Q3	$1.39M	Buy	45,832 +39,802	+660%	+$1.26M	0.02%	607
2015 Q2	$200K	Buy	+6,030	New	+$204K	﹤0.01%	1189

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 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's SPGM Position: Q2 2020 in Review

United Capital Financial Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2020, closing a stake of 6,262 shares — an estimated $211K sold.

United Capital Financial Advisors first reported a position in SPGM in Q2 2015 and held it in 20 quarters. The position peaked at $5.81M in Q3 2018. 43 funds tracked by Wall St. Rank hold SPGM as of Q2 2020.

United Capital Financial Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 6,262 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2020, an estimated $211K.
United Capital Financial Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2015 and held it in 20 quarters.
United Capital Financial Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $5.81M in Q3 2018.
43 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.