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

BT 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
2021 Q3	–	Sell	-5,547	Closed	-$252K	–	59
2021 Q2	$252K	Hold	5,547	–	–	0.08%	51
2021 Q1	$243K	Hold	5,547	–	–	0.08%	50
2020 Q4	$234K	Hold	5,547	–	–	0.09%	54
2020 Q3	$203K	Buy	+5,547	New	+$202K	0.09%	56
2020 Q1	–	Sell	-40,230	Closed	-$1.51M	–	69
2019 Q4	$1.51M	Hold	40,230	–	–	0.77%	20
2019 Q3	$1.38M	Hold	40,230	–	–	0.77%	20
2019 Q2	$1.35M	Sell	40,230 -1,822	-4%	-$64.6K	0.78%	20
2019 Q1	$1.5M	Hold	42,052	–	–	0.89%	18
2018 Q4	$1.46M	Buy	+42,052	New	+$1.39M	0.63%	27

Other funds holding SPEM

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

BT Wealth Management's SPEM Position: Q3 2021 in Review

BT Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2021, closing a stake of 5,547 shares — an estimated $252K sold.

BT Wealth Management first reported a position in SPEM in Q4 2018 and held it in 9 quarters. The position peaked at $1.51M in Q4 2019. 515 funds tracked by Wall St. Rank hold SPEM as of Q3 2021.

BT Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
BT Wealth Management sold 5,547 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2021, an estimated $252K.
BT Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 9 quarters.
BT Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.51M in Q4 2019.
515 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2021.

Based on BT Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.