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Cavalier Investments’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cavalier Investments’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
-18,854
Closed -$795K – 117
2020
Q4 		$795K Buy
+18,854
New +$748K 0.36% 89
2018
Q2 		– Sell
-87,785
Closed -$3.45M – 189
2018
Q1 		$3.45M Buy
+87,785
New +$3.52M 1.22% 11

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cavalier Investments's SPEM Position: Q1 2021 in Review

Cavalier Investments sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2021, closing a stake of 18,854 shares — an estimated $795K sold.

Cavalier Investments first reported a position in SPEM in Q1 2018 and held it in 2 quarters. The position peaked at $3.45M in Q1 2018. 525 funds tracked by Wall St. Rank hold SPEM as of Q1 2021.

  • Cavalier Investments reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Cavalier Investments sold 18,854 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2021, an estimated $795K.
  • Cavalier Investments first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 2 quarters.
  • Cavalier Investments's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.45M in Q1 2018.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2021.

Based on Cavalier Investments's 13F filing for Q1 2021, filed 13 May 2021.