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Bell Rock Capital’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bell Rock Capital’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
-720
Closed -$26K – 258
2019
Q4 		$26K Buy
+720
New +$25.9K 0.02% 263

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HI
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Bank of America
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Wells Fargo
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
State Street
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LPL Financial
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

Bell Rock Capital's SPEM Position: Q1 2020 in Review

Bell Rock Capital sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2020, closing a stake of 720 shares — an estimated $26K sold.

Bell Rock Capital first reported a position in SPEM in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 395 funds tracked by Wall St. Rank hold SPEM as of Q1 2020.

  • Bell Rock Capital reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 720 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2020, an estimated $26K.
  • Bell Rock Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 1 quarter.
  • Bell Rock Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $26K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.