EWF
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Epstein & White Financial’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Epstein & White Financial’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
2018
Q3 		– Sell
-10,105
Closed -$358K – 106
2018
Q2 		$358K Sell
10,105
-1,497
-13% -$56.3K 0.27% 64
2018
Q1 		$450K Buy
11,602
+386
+3% +$15.5K 0.29% 60
2017
Q4 		$441K Buy
+11,216
New +$417K 0.26% 63

Other funds holding SPEM

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Epstein & White Financial's SPEM Position: Q3 2018 in Review

Epstein & White Financial sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2018, closing a stake of 10,105 shares — an estimated $358K sold.

Epstein & White Financial first reported a position in SPEM in Q4 2017 and held it in 3 quarters. The position peaked at $450K in Q1 2018. 215 funds tracked by Wall St. Rank hold SPEM as of Q3 2018.

  • Epstein & White Financial reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 10,105 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2018, an estimated $358K.
  • Epstein & White Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $450K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.