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

Wealth Architects’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 Q1	–	Sell	-5,589	Closed	-$240K	–	146
2019 Q4	$240K	Buy	+5,589	New	+$232K	0.07%	114
2018 Q4	–	Sell	-6,212	Closed	-$252K	–	142
2018 Q3	$252K	Sell	6,212 -110	-2%	-$4.38K	0.08%	116
2018 Q2	$244K	Buy	6,322 +84	+1%	+$3.31K	0.08%	110
2018 Q1	$244K	Buy	+6,238	New	+$250K	0.08%	106

Other funds holding SPGM

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wealth Architects's SPGM Position: Q1 2020 in Review

Wealth Architects sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2020, closing a stake of 5,589 shares — an estimated $240K sold.

Wealth Architects first reported a position in SPGM in Q1 2018 and held it in 4 quarters. The position peaked at $252K in Q3 2018. 45 funds tracked by Wall St. Rank hold SPGM as of Q1 2020.

Wealth Architects reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Wealth Architects sold 5,589 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2020, an estimated $240K.
Wealth Architects first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2018 and held it in 4 quarters.
Wealth Architects's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $252K in Q3 2018.
45 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2020.

Based on Wealth Architects's 13F filing for Q1 2020, filed 23 Apr 2020.