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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Insight Wealth Strategies's SPEM Position: Q2 2020 in Review

Insight Wealth Strategies sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 12,651 shares — an estimated $360K sold.

Insight Wealth Strategies first reported a position in SPEM in Q4 2018 and held it in 6 quarters. The position peaked at $25.5M in Q2 2019. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

Insight Wealth Strategies reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Insight Wealth Strategies sold 12,651 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $360K.
Insight Wealth Strategies first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 6 quarters.
Insight Wealth Strategies's State Street SPDR Portfolio Emerging Markets ETF position peaked at $25.5M in Q2 2019.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

Based on Insight Wealth Strategies's 13F filing for Q2 2020, filed 31 Jul 2020.