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3D Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

3D Asset Management’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$558K Sell
15,271
-3,783
-20% -$138K 0.16% 36
2020
Q2 		$638K Sell
19,054
-3,560
-16% -$111K 0.18% 30
2020
Q1 		$644K Buy
22,614
+1,829
+9% +$62.9K 0.19% 26
2019
Q4 		$781K Buy
20,785
+730
+4% +$26.3K 0.18% 28
2019
Q3 		$687K Buy
20,055
+3,084
+18% +$107K 0.16% 29
2019
Q2 		$607K Buy
16,971
+302
+2% +$10.7K 0.15% 31
2019
Q1 		$596K Buy
16,669
+1,210
+8% +$42.1K 0.14% 30
2018
Q4 		$500K Buy
15,459
+59
+0.4% +$1.95K 0.13% 33
2018
Q3 		$536K Buy
15,400
+1,221
+9% +$43K 0.12% 36
2018
Q2 		$501K Buy
14,179
+8,844
+166% +$333K 0.12% 37
2018
Q1 		$210K Buy
+5,335
New +$214K 0.05% 53
2017
Q3 		– Sell
-9,866
Closed -$329K – 55
2017
Q2 		$329K Sell
9,866
-5,100
-34% -$168K 0.08% 47
2017
Q1 		$480K Sell
14,966
-248
-2% -$7.7K 0.12% 37
2016
Q4 		$433K Buy
15,214
+934
+7% +$27.5K 0.12% 40
2016
Q3 		$433K Buy
+14,280
New +$423K 0.12% 43

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3D Asset Management's SPEM Position: Q3 2020 in Review

3D Asset Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 20% in Q3 2020, selling an estimated $138K and leaving 15,271 shares worth $558K. The position accounts for 0.16% of the portfolio, ranked #36.

3D Asset Management first reported a position in SPEM in Q3 2016 and has held it in 15 quarters since. The position peaked at $781K in Q4 2019. 414 funds tracked by Wall St. Rank hold SPEM as of Q3 2020.

  • 3D Asset Management held 15,271 shares of State Street SPDR Portfolio Emerging Markets ETF worth $558K as of Q3 2020.
  • 3D Asset Management sold 3,783 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2020, an estimated $138K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.16% of 3D Asset Management's portfolio in Q3 2020, its #36 holding.
  • 3D Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2016 and has held it in 15 quarters since.
  • 3D Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $781K in Q4 2019.
  • 414 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.