GWA
SPEM icon

Guidant Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Guidant Wealth Advisors’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
Q3 		$1.43M Buy
41,642
+2,869
+7% +$99.6K 0.53% 39
2019
Q2 		$1.39M Buy
38,773
+1,231
+3% +$43.6K 0.54% 37
2019
Q1 		$1.34M Hold
37,542
– – 0.52% 39
2018
Q4 		$1.21M Buy
+37,542
New +$1.24M 0.57% 40

Other funds holding SPEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Guidant Wealth Advisors's SPEM Position: Q3 2019 in Review

Guidant Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7.4% in Q3 2019, buying an estimated $99.6K and bringing the position to 41,642 shares worth $1.43M. The position accounts for 0.53% of the portfolio, ranked #39.

Guidant Wealth Advisors first reported a position in SPEM in Q4 2018 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold SPEM as of Q3 2019.

  • Guidant Wealth Advisors held 41,642 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.43M as of Q3 2019.
  • Guidant Wealth Advisors bought 2,869 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2019, an estimated $99.6K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.53% of Guidant Wealth Advisors's portfolio in Q3 2019, its #39 holding.
  • Guidant Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.