Global Wealth Management Investment Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Global Wealth Management Investment Advisory’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	-172	Closed	-$8K	–	485
2021 Q1	$8K	Buy	+172	New	+$7.69K	﹤0.01%	329
2019 Q3	–	Sell	-157	Closed	-$6K	–	721
2019 Q2	$6K	Sell	157 -1,401	-90%	-$49.6K	﹤0.01%	428
2019 Q1	$56K	Buy	1,558 +584	+60%	+$20.3K	0.03%	196
2018 Q4	$32K	Buy	+974	New	+$32.1K	0.02%	249

Other funds holding SPEM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPEM Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2021, closing a stake of 172 shares — an estimated $8K sold.

Global Wealth Management Investment Advisory first reported a position in SPEM in Q4 2018 and held it in 4 quarters. The position peaked at $56K in Q1 2019. 532 funds tracked by Wall St. Rank hold SPEM as of Q2 2021.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 172 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2021, an estimated $8K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 4 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Portfolio Emerging Markets ETF position peaked at $56K in Q1 2019.
532 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.