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

EPG 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
-181
Closed -$5K – 663
2020
Q1 		$5K Buy
+181
New +$6.22K ﹤0.01% 602

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

EPG Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 181 shares — an estimated $5K sold.

EPG Wealth Management first reported a position in SPEM in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

  • EPG Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 181 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $5K.
  • EPG Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5K in Q1 2020.
  • 393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

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