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

Doyle 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
2019
Q3 		– Sell
-1,550
Closed -$55K – 680
2019
Q2 		$55K Buy
+1,550
New +$54.9K 0.01% 347
2019
Q1 		– Sell
-145
Closed -$5K – 662
2018
Q4 		$5K Buy
+145
New +$4.78K ﹤0.01% 727

Other funds holding SPEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Doyle Wealth Management's SPEM Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2019, closing a stake of 1,550 shares — an estimated $55K sold.

Doyle Wealth Management first reported a position in SPEM in Q4 2018 and held it in 2 quarters. The position peaked at $55K in Q2 2019. 337 funds tracked by Wall St. Rank hold SPEM as of Q3 2019.

  • Doyle Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,550 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2019, an estimated $55K.
  • Doyle Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $55K in Q2 2019.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.