Advantage Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Advantage Investment 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
2019 Q3	$73K	Buy	2,121 +1,847	+674%	+$64.1K	0.06%	279
2019 Q2	$10K	Sell	274 -24	-8%	-$850	0.01%	666
2019 Q1	$11K	Buy	298 +23	+8%	+$801	0.01%	635
2018 Q4	$9K	Buy	+275	New	+$9.07K	0.01%	684
2018 Q3	–	Sell	-52	Closed	-$2K	–	1072
2018 Q2	$2K	Sell	52 -137	-72%	-$5.16K	﹤0.01%	878
2018 Q1	$7K	Buy	+189	New	+$7.57K	﹤0.01%	742

Other funds holding SPEM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

SMM

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

Advantage Investment Management's SPEM Position: Q3 2019 in Review

Advantage Investment Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 674% in Q3 2019, buying an estimated $64.1K and bringing the position to 2,121 shares worth $73K. The position accounts for 0.06% of the portfolio, ranked #279.

Advantage Investment Management first reported a position in SPEM in Q1 2018 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold SPEM as of Q3 2019.

Advantage Investment Management held 2,121 shares of State Street SPDR Portfolio Emerging Markets ETF worth $73K as of Q3 2019.
Advantage Investment Management bought 1,847 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2019, an estimated $64.1K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.06% of Advantage Investment Management's portfolio in Q3 2019, its #279 holding.
Advantage Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 6 quarters since.
337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.