Affinity Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Affinity Wealth 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 Q1	–	Sell	-14,194	Closed	-$534K	–	100
2019 Q4	$534K	Sell	14,194 -560	-4%	-$20.2K	0.2%	59
2019 Q3	$506K	Sell	14,754 -733	-5%	-$25.4K	0.2%	58
2019 Q2	$554K	Buy	15,487 +513	+3%	+$18.2K	0.22%	57
2019 Q1	$535K	Buy	14,974 +1,916	+15%	+$66.7K	0.21%	64
2018 Q4	$423K	Buy	+13,058	New	+$431K	0.26%	60

Other funds holding SPEM

Creative Planning

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

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

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

Bank of America

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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