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

Johanson Financial 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
2020
Q1 		– Sell
-1,820
Closed -$68.5K – 219
2019
Q4 		$68.5K Buy
+1,820
New +$65.6K 0.03% 151

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Johanson Financial Advisors's SPEM Position: Q1 2020 in Review

Johanson Financial Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2020, closing a stake of 1,820 shares — an estimated $68.5K sold.

Johanson Financial Advisors first reported a position in SPEM in Q4 2019 and held it in 1 quarter. The position peaked at $68.5K in Q4 2019. 394 funds tracked by Wall St. Rank hold SPEM as of Q1 2020.

  • Johanson Financial Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 1,820 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2020, an estimated $68.5K.
  • Johanson Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $68.5K in Q4 2019.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.