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Freestone Capital Holdings’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-474
Closed -$20K – 1017
2020
Q4 		$20K Buy
474
+344
+265% +$13.7K ﹤0.01% 734
2020
Q3 		$4.74K Buy
+130
New +$4.74K ﹤0.01% 889

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freestone Capital Holdings's SPEM Position: Q1 2021 in Review

Freestone Capital Holdings sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2021, closing a stake of 474 shares — an estimated $20K sold.

Freestone Capital Holdings first reported a position in SPEM in Q3 2020 and held it in 2 quarters. The position peaked at $20K in Q4 2020. 525 funds tracked by Wall St. Rank hold SPEM as of Q1 2021.

  • Freestone Capital Holdings reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 474 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2021, an estimated $20K.
  • Freestone Capital Holdings first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's State Street SPDR Portfolio Emerging Markets ETF position peaked at $20K in Q4 2020.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.