Encompass Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Encompass Wealth Advisors’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 Q2	–	Sell	-6,744	Closed	-$261K	–	246
2022 Q1	$261K	Hold	6,744	–	–	0.07%	189
2021 Q4	$280K	Hold	6,744	–	–	0.07%	190
2021 Q3	$286K	Hold	6,744	–	–	0.07%	180
2021 Q2	$306K	Hold	6,744	–	–	0.08%	180
2021 Q1	$295K	Buy	+6,744	New	+$301K	0.08%	184

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Encompass Wealth Advisors's SPEM Position: Q2 2022 in Review

Encompass Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 6,744 shares — an estimated $261K sold.

Encompass Wealth Advisors first reported a position in SPEM in Q1 2021 and held it in 5 quarters. The position peaked at $306K in Q2 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

Encompass Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Encompass Wealth Advisors sold 6,744 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $261K.
Encompass Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and held it in 5 quarters.
Encompass Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $306K in Q2 2021.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Encompass Wealth Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.