Ironwood Financial’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-291	Closed	-$12K	–	470
2021 Q3	$12K	Hold	291	–	–	﹤0.01%	350
2021 Q2	$13K	Hold	291	–	–	﹤0.01%	337
2021 Q1	$13K	Hold	291	–	–	﹤0.01%	314
2020 Q4	$12K	Sell	291 -35	-11%	-$1.39K	﹤0.01%	299
2020 Q3	$12K	Hold	326	–	–	0.01%	254
2020 Q2	$11K	Hold	326	–	–	0.01%	239
2020 Q1	$9K	Sell	326 -300	-48%	-$10.3K	0.01%	225
2019 Q4	$24K	Hold	626	–	–	0.01%	184
2019 Q3	$21K	Hold	626	–	–	0.01%	201
2019 Q2	$22K	Hold	626	–	–	0.01%	194
2019 Q1	$22K	Buy	+626	New	+$21.8K	0.01%	188

Other funds holding SPEM

Creative Planning

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Bank of America

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return