Vantage Investment Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Vantage Investment 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
2018 Q3	$41K	Sell	1,006 -218	-18%	-$8.69K	0.01%	313
2018 Q2	$47K	Sell	1,224 -84	-6%	-$3.31K	0.01%	284
2018 Q1	$51K	Buy	1,308 +44	+3%	+$1.76K	0.01%	277
2017 Q4	$50K	Hold	1,264	–	–	0.01%	288
2017 Q3	$48K	Buy	1,264 +296	+31%	+$10.9K	0.01%	282
2017 Q2	$35K	Hold	968	–	–	0.01%	326
2017 Q1	$34K	Buy	968 +46	+5%	+$1.56K	0.01%	313
2016 Q4	$29K	Hold	922	–	–	0.01%	341
2016 Q3	$30K	Hold	922	–	–	0.01%	322
2016 Q2	$29K	Buy	922 +68	+8%	+$2.12K	0.01%	349
2016 Q1	$26K	Buy	854 +60	+8%	+$1.75K	0.01%	352
2015 Q4	$24K	Buy	794 +758	+2,106%	+$23.9K	0.01%	352
2015 Q3	$1K	Hold	36	–	–	﹤0.01%	753
2015 Q2	$1K	Sell	36 -36	-50%	-$1.22K	﹤0.01%	728
2015 Q1	$2K	Buy	72 +36	+100%	+$1.18K	﹤0.01%	771
2014 Q4	$1K	Hold	36	–	–	﹤0.01%	751
2014 Q3	$1K	Hold	36	–	–	﹤0.01%	705
2014 Q2	$1K	Hold	36	–	–	﹤0.01%	691
2014 Q1	$1K	Hold	36	–	–	﹤0.01%	648
2013 Q4	$1K	Buy	+36	New	+$1.1K	﹤0.01%	626

Other funds holding SPGM

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Vantage Investment Advisors's SPGM Position: Q3 2018 in Review

Vantage Investment Advisors reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 18% in Q3 2018, selling an estimated $8.69K and leaving 1,006 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #313.

Vantage Investment Advisors first reported a position in SPGM in Q4 2013 and has held it in 20 quarters since. The position peaked at $51K in Q1 2018. 39 funds tracked by Wall St. Rank hold SPGM as of Q3 2018.

Vantage Investment Advisors held 1,006 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $41K as of Q3 2018.
Vantage Investment Advisors sold 218 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2018, an estimated $8.69K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #313 holding.
Vantage Investment Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2013 and has held it in 20 quarters since.
Vantage Investment Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $51K in Q1 2018.
39 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.