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V Wealth Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

V Wealth 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
-9,295
Closed -$313K – 379
2020
Q1 		$313K Buy
+9,295
New +$371K 0.1% 213

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

V Wealth Advisors's SPGM Position: Q2 2020 in Review

V Wealth Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2020, closing a stake of 9,295 shares — an estimated $313K sold.

V Wealth Advisors first reported a position in SPGM in Q1 2020 and held it in 1 quarter. The position peaked at $313K in Q1 2020. 43 funds tracked by Wall St. Rank hold SPGM as of Q2 2020.

  • V Wealth Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • V Wealth Advisors sold 9,295 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2020, an estimated $313K.
  • V Wealth Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2020 and held it in 1 quarter.
  • V Wealth Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $313K 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 V Wealth Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.