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

BKS 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
2019
Q1 		$1.09M Buy
30,540
+20,683
+210% +$720K 0.44% 65
2018
Q4 		$319K Buy
9,857
+3,565
+57% +$118K 0.15% 144
2018
Q3 		$219K Buy
+6,292
New +$222K 0.08% 198

Other funds holding SPEM

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BKS Advisors's SPEM Position: Q1 2019 in Review

BKS Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 210% in Q1 2019, buying an estimated $720K and bringing the position to 30,540 shares worth $1.09M. The position accounts for 0.44% of the portfolio, ranked #65.

BKS Advisors first reported a position in SPEM in Q3 2018 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold SPEM as of Q1 2019.

  • BKS Advisors held 30,540 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.09M as of Q1 2019.
  • BKS Advisors bought 20,683 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2019, an estimated $720K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.44% of BKS Advisors's portfolio in Q1 2019, its #65 holding.
  • BKS Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2018 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.