Accurate Investment Solutions’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Accurate Investment Solutions’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 Q2	–	Sell	-14,620	Closed	-$416K	–	331
2020 Q1	$416K	Sell	14,620 -2,359	-14%	-$81.1K	0.34%	48
2019 Q4	$638K	Buy	16,979 +3,194	+23%	+$115K	0.42%	34
2019 Q3	$473K	Sell	13,785 -685	-5%	-$23.8K	0.35%	34
2019 Q2	$518K	Buy	14,470 +478	+3%	+$16.9K	0.39%	33
2019 Q1	$500K	Buy	13,992 +2,639	+23%	+$91.9K	0.39%	32
2018 Q4	$367K	Sell	11,353 -42	-0.4%	-$1.39K	0.33%	36
2018 Q3	$397K	Sell	11,395 -23,374	-67%	-$824K	0.27%	38
2018 Q2	$1.23M	Buy	34,769 +32,360	+1,343%	+$1.22M	0.9%	33
2018 Q1	$95K	Buy	2,409 +1,394	+137%	+$55.9K	0.07%	93
2017 Q4	$39K	Buy	+1,015	New	+$37.8K	0.03%	155

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Accurate Investment Solutions's SPEM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 14,620 shares — an estimated $416K sold.

Accurate Investment Solutions first reported a position in SPEM in Q4 2017 and held it in 10 quarters. The position peaked at $1.23M in Q2 2018. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

Accurate Investment Solutions reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 14,620 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $416K.
Accurate Investment Solutions first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and held it in 10 quarters.
Accurate Investment Solutions's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.23M in Q2 2018.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.