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Dakota Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Dakota Wealth 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
2021
Q4 		– Sell
-7,902
Closed -$336K – 402
2021
Q3 		$336K Buy
7,902
+1,310
+20% +$56.9K 0.04% 267
2021
Q2 		$300K Buy
6,592
+156
+2% +$6.98K 0.04% 281
2021
Q1 		$282K Buy
6,436
+17
+0.3% +$760 0.04% 262
2020
Q4 		$271K Buy
+6,419
New +$255K 0.04% 270

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dakota Wealth Management's SPEM Position: Q4 2021 in Review

Dakota Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2021, closing a stake of 7,902 shares — an estimated $336K sold.

Dakota Wealth Management first reported a position in SPEM in Q4 2020 and held it in 4 quarters. The position peaked at $336K in Q3 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

  • Dakota Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Dakota Wealth Management sold 7,902 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $336K.
  • Dakota Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 4 quarters.
  • Dakota Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $336K in Q3 2021.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Dakota Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.