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Bernardo Wealth Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bernardo Wealth Planning’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
-18,429
Closed -$692K – 157
2019
Q4 		$692K Buy
+18,429
New +$664K 0.42% 54

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Bernardo Wealth Planning's SPEM Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2020, closing a stake of 18,429 shares — an estimated $692K sold.

Bernardo Wealth Planning first reported a position in SPEM in Q4 2019 and held it in 1 quarter. The position peaked at $692K in Q4 2019. 395 funds tracked by Wall St. Rank hold SPEM as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 18,429 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2020, an estimated $692K.
  • Bernardo Wealth Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 1 quarter.
  • Bernardo Wealth Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $692K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.