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

Darwin 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
2020 Q2	–	Sell	-77	Closed	-$2K	–	674
2020 Q1	$2K	Buy	+77	New	+$2.65K	﹤0.01%	699
2018 Q4	–	Sell	-8,893	Closed	-$288K	–	123
2018 Q3	$288K	Sell	8,893 -7,722	-46%	-$272K	0.16%	99
2018 Q2	$569K	Buy	16,615 +3,548	+27%	+$134K	0.37%	57
2018 Q1	$513K	Buy	13,067 +6,674	+104%	+$267K	0.37%	56
2017 Q4	$244K	Buy	+6,393	New	+$238K	0.1%	143

Other funds holding SPEM

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

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

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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

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

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

Darwin Wealth Management's SPEM Position: Q2 2020 in Review

Darwin Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 77 shares — an estimated $2K sold.

Darwin Wealth Management first reported a position in SPEM in Q4 2017 and held it in 5 quarters. The position peaked at $569K in Q2 2018. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

Darwin Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Darwin Wealth Management sold 77 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $2K.
Darwin Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and held it in 5 quarters.
Darwin Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $569K in Q2 2018.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.