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Cascadia Advisory Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cascadia Advisory Services’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
Q4 		$889K Buy
+23,641
New +$852K 0.25% 107

Other funds holding SPEM

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cascadia Advisory Services's SPEM Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2019: 23,641 shares worth $889K. The stake represents 0.25% of the portfolio and ranks #107 among its holdings.

415 funds tracked by Wall St. Rank hold SPEM as of Q4 2019.

  • Cascadia Advisory Services held 23,641 shares of State Street SPDR Portfolio Emerging Markets ETF worth $889K as of Q4 2019.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Cascadia Advisory Services position in Q4 2019.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.25% of Cascadia Advisory Services's portfolio in Q4 2019, its #107 holding.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.