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

USAdvisors 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
2020 Q2	–	Sell	-7,407	Closed	-$249K	–	80
2020 Q1	$249K	Sell	7,407 -20,091	-73%	-$802K	0.15%	62
2019 Q4	$1.18M	Sell	27,498 -558,311	-95%	-$23.2M	0.61%	26
2019 Q3	$23.4M	Buy	585,809 +294,497	+101%	+$11.7M	12.06%	1
2019 Q2	$11.6K	Buy	291,312 +6,982	+2%	+$276K	4.99%	5
2019 Q1	$11.1M	Buy	284,330 +9,274	+3%	+$350K	7.89%	3
2018 Q4	$9.57M	Buy	275,056 +1,762	+0.6%	+$66.1K	7.82%	4
2018 Q3	$11.1M	Sell	273,294 -135,064	-33%	-$5.38M	7.93%	2
2018 Q2	$10.4M	Buy	408,358 +143,598	+54%	+$5.65M	7.89%	3
2018 Q1	$10.4M	Buy	264,760 +17,860	+7%	+$715K	8.22%	3
2017 Q4	$9.73M	Buy	+246,900	New	+$9.55M	8.32%	3

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

USAdvisors Wealth Management's SPGM Position: Q2 2020 in Review

USAdvisors Wealth Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2020, closing a stake of 7,407 shares — an estimated $249K sold.

USAdvisors Wealth Management first reported a position in SPGM in Q4 2017 and held it in 10 quarters. The position peaked at $23.4M in Q3 2019. 43 funds tracked by Wall St. Rank hold SPGM as of Q2 2020.

USAdvisors Wealth Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2020 after selling out during the quarter.
USAdvisors Wealth Management sold 7,407 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2020, an estimated $249K.
USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2017 and held it in 10 quarters.
USAdvisors Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $23.4M in Q3 2019.
43 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2020.

Based on USAdvisors Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.