CWH Capital Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

CWH Capital 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
2020 Q4	$363K	Buy	8,614 +253	+3%	+$10K	0.15%	84
2020 Q3	$306K	Sell	8,361 -495	-6%	-$18.1K	0.14%	64
2020 Q2	$296K	Sell	8,856 -838	-9%	-$26.2K	0.14%	46
2020 Q1	$276K	Sell	9,694 -146,312	-94%	-$5.03M	0.15%	42
2019 Q4	$5.86M	Buy	156,006 +935	+0.6%	+$33.7K	2.34%	17
2019 Q3	$5.32M	Sell	155,071 -133,939	-46%	-$4.65M	2.11%	19
2019 Q2	$10.3M	Buy	+289,010	New	+$10.2M	4.2%	8

Other funds holding SPEM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

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

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

CWH Capital Management's SPEM Position: Q4 2020 in Review

CWH Capital Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3% in Q4 2020, buying an estimated $10K and bringing the position to 8,614 shares worth $363K. The position accounts for 0.15% of the portfolio, ranked #84.

CWH Capital Management first reported a position in SPEM in Q2 2019 and has held it in 7 quarters since. The position peaked at $10.3M in Q2 2019. 476 funds tracked by Wall St. Rank hold SPEM as of Q4 2020.

CWH Capital Management held 8,614 shares of State Street SPDR Portfolio Emerging Markets ETF worth $363K as of Q4 2020.
CWH Capital Management bought 253 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2020, an estimated $10K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.15% of CWH Capital Management's portfolio in Q4 2020, its #84 holding.
CWH Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and has held it in 7 quarters since.
CWH Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $10.3M in Q2 2019.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.