Eaton Vance Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Eaton Vance 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
2022 Q1	–	Sell	-118	Closed	-$5K	–	2579
2021 Q4	$5K	Buy	118 +104	+743%	+$4.45K	﹤0.01%	2651
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	1970
2021 Q2	$1K	Sell	14 -300	-96%	-$13.4K	﹤0.01%	2775
2021 Q1	$14K	Buy	+314	New	+$14K	﹤0.01%	2238
2020 Q3	–	Sell	-6,000	Closed	-$201K	–	1339
2020 Q2	$201K	Buy	+6,000	New	+$188K	﹤0.01%	1258
2020 Q1	–	Sell	-6,769	Closed	-$254K	–	1343
2019 Q4	$254K	Hold	6,769	–	–	﹤0.01%	1245
2019 Q3	$232K	Hold	6,769	–	–	﹤0.01%	1240
2019 Q2	$242K	Buy	6,769 +769	+13%	+$27.2K	﹤0.01%	1225
2019 Q1	$215K	Buy	+6,000	New	+$209K	﹤0.01%	1200

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return