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

Fermata 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
2021
Q2 		– Sell
-4,582
Closed -$200K – 155
2021
Q1 		$200K Buy
+4,582
New +$205K 0.17% 69

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fermata Advisors's SPEM Position: Q2 2021 in Review

Fermata Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2021, closing a stake of 4,582 shares — an estimated $200K sold.

Fermata Advisors first reported a position in SPEM in Q1 2021 and held it in 1 quarter. The position peaked at $200K in Q1 2021. 532 funds tracked by Wall St. Rank hold SPEM as of Q2 2021.

  • Fermata Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Fermata Advisors sold 4,582 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2021, an estimated $200K.
  • Fermata Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and held it in 1 quarter.
  • Fermata Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $200K in Q1 2021.
  • 532 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2021.

Based on Fermata Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.