Insight Wealth Strategies’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Insight Wealth Strategies’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 Q2	–	Sell	-12,651	Closed	-$360K	–	180
2020 Q1	$360K	Sell	12,651 -186,958	-94%	-$6.43M	0.1%	103
2019 Q4	$7.5M	Buy	199,609 +4,739	+2%	+$171K	1.59%	15
2019 Q3	$6.68M	Sell	194,870 -516,931	-73%	-$17.9M	1.57%	16
2019 Q2	$25.5M	Buy	711,801 +81,578	+13%	+$2.89M	6.23%	2
2019 Q1	$22.5M	Sell	630,223 -5,908	-0.9%	-$206K	6.3%	2
2018 Q4	$20.6M	Buy	+636,131	New	+$21M	6.31%	2

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Envestnet Asset Management

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

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

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

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

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