Financial Architects (New Jersey)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-274	Closed	-$9K	–	690
2020 Q2	$9K	Hold	274	–	–	﹤0.01%	664
2020 Q1	$8K	Hold	274	–	–	﹤0.01%	657
2019 Q4	$10K	Hold	274	–	–	﹤0.01%	682
2019 Q3	$9K	Hold	274	–	–	﹤0.01%	744
2019 Q2	$10K	Hold	274	–	–	﹤0.01%	891
2019 Q1	$10K	Buy	+274	New	+$9.54K	﹤0.01%	1090
2018 Q4	–	Sell	-349	Closed	-$12K	–	1488
2018 Q3	$12K	Sell	349 -358	-51%	-$12.6K	﹤0.01%	1073
2018 Q2	$25K	Buy	707 +486	+220%	+$18.3K	﹤0.01%	757
2018 Q1	$9K	Buy	+221	New	+$8.86K	﹤0.01%	1119

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Architects (New Jersey)'s SPEM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2020, closing a stake of 274 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in SPEM in Q1 2018 and held it in 9 quarters. The position peaked at $25K in Q2 2018. 414 funds tracked by Wall St. Rank hold SPEM as of Q3 2020.

Financial Architects (New Jersey) reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 274 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2020, an estimated $9K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 9 quarters.
Financial Architects (New Jersey)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $25K in Q2 2018.
414 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.