FEM
SPEM icon

Fulcrum Equity Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Fulcrum Equity Management’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
2019
Q4 		– Sell
-15
Closed -$1K – 207
2019
Q3 		$1K Buy
+15
New +$520 ﹤0.01% 231

Other funds holding SPEM

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Fulcrum Equity Management's SPEM Position: Q4 2019 in Review

Fulcrum Equity Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2019, closing a stake of 15 shares — an estimated $1K sold.

Fulcrum Equity Management first reported a position in SPEM in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 415 funds tracked by Wall St. Rank hold SPEM as of Q4 2019.

  • Fulcrum Equity Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 15 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2019, an estimated $1K.
  • Fulcrum Equity Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1K in Q3 2019.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.