AdvicePeriod’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

AdvicePeriod’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	-447,014	Closed	-$12.7M	–	89
2020 Q1	$12.7M	Buy	447,014 +399,521	+841%	+$13.7M	1.33%	24
2019 Q4	$1.78M	Buy	47,493 +20,167	+74%	+$727K	0.16%	58
2019 Q3	$937K	Buy	+27,326	New	+$948K	0.09%	65

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.15B AUM 34.53% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

AdvicePeriod's SPEM Position: Q2 2020 in Review

AdvicePeriod sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 447,014 shares — an estimated $12.7M sold.

AdvicePeriod first reported a position in SPEM in Q3 2019 and held it in 3 quarters. The position peaked at $12.7M in Q1 2020. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

AdvicePeriod reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
AdvicePeriod sold 447,014 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $12.7M.
AdvicePeriod first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and held it in 3 quarters.
AdvicePeriod's State Street SPDR Portfolio Emerging Markets ETF position peaked at $12.7M in Q1 2020.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.