Copperwynd Financial’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Copperwynd Financial’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	–	Sell	-59,225	Closed	-$2.18M	–	112
2019 Q3	$2.18M	Sell	59,225 -3,736	-6%	-$130K	1.24%	17
2019 Q2	$2.25M	Sell	62,961 -11,590	-16%	-$411K	1.29%	19
2019 Q1	$2.67M	Buy	+74,551	New	+$2.6M	1.6%	20
2018 Q2	–	Sell	-57,750	Closed	-$2.27M	–	100
2018 Q1	$2.27M	Buy	+57,750	New	+$2.31M	1.56%	23

Other funds holding SPEM

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Copperwynd Financial's SPEM Position: Q4 2019 in Review

Copperwynd Financial sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2019, closing a stake of 59,225 shares — an estimated $2.18M sold.

Copperwynd Financial first reported a position in SPEM in Q1 2018 and held it in 4 quarters. The position peaked at $2.67M in Q1 2019. 415 funds tracked by Wall St. Rank hold SPEM as of Q4 2019.

Copperwynd Financial reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Copperwynd Financial sold 59,225 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2019, an estimated $2.18M.
Copperwynd Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 4 quarters.
Copperwynd Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.67M in Q1 2019.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2019.

Based on Copperwynd Financial's 13F filing for Q4 2019, filed 23 Jan 2020.