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

Burt Wealth 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
2021 Q1	–	Sell	-631	Closed	-$27K	–	312
2020 Q4	$27K	Hold	631	–	–	0.01%	225
2020 Q3	$23K	Hold	631	–	–	0.01%	232
2020 Q2	$21K	Hold	631	–	–	0.01%	229
2020 Q1	$18K	Hold	631	–	–	0.01%	234
2019 Q4	$24K	Hold	631	–	–	0.01%	223
2019 Q3	$22K	Hold	631	–	–	0.01%	227
2019 Q2	$23K	Hold	631	–	–	0.01%	224
2019 Q1	$23K	Buy	+631	New	+$22K	0.01%	232

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Burt Wealth Advisors's SPEM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2021, closing a stake of 631 shares — an estimated $27K sold.

Burt Wealth Advisors first reported a position in SPEM in Q1 2019 and held it in 8 quarters. The position peaked at $27K in Q4 2020. 524 funds tracked by Wall St. Rank hold SPEM as of Q1 2021.

Burt Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 631 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2021, an estimated $27K.
Burt Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 8 quarters.
Burt Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $27K in Q4 2020.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.