Bay Colony Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bay Colony Advisors’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
2022 Q4	–	Sell	-6,499	Closed	-$202K	–	368
2022 Q3	$202K	Sell	6,499 -181	-3%	-$6.16K	0.06%	295
2022 Q2	$231K	Sell	6,680 -4,362	-40%	-$158K	0.06%	291
2022 Q1	$427K	Buy	+11,042	New	+$445K	0.1%	196
2018 Q3	–	Sell	-298	Closed	-$11K	–	795
2018 Q2	$11K	Buy	+298	New	+$11.2K	0.01%	632

Other funds holding SPEM

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Creative Planning

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Envestnet Asset Management

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM