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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Engines Advisors

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of America

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