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

Valeo 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
2021
Q2 		– Sell
-4
Closed – – 1632
2021
Q1 		$0 Hold
4
– – ﹤0.01% 2171
2020
Q4 		$0 Buy
+4
New +$185 ﹤0.01% 1833

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Valeo Financial Advisors's SPGM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2021, closing a stake of 4 shares.

Valeo Financial Advisors first reported a position in SPGM in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 65 funds tracked by Wall St. Rank hold SPGM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $0 in Q1 2021.
  • 65 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.