Lake Point Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$3K	Hold	88	–	–	﹤0.01%	296
2022 Q1	$3K	Hold	88	–	–	﹤0.01%	302
2021 Q4	$4K	Hold	88	–	–	﹤0.01%	283
2021 Q3	$4K	Hold	88	–	–	﹤0.01%	266
2021 Q2	$4K	Buy	+88	New	+$3.94K	﹤0.01%	279
2020 Q1	$5K	Hold	168	–	–	﹤0.01%	167
2019 Q4	$6K	Buy	+168	New	+$6.05K	﹤0.01%	342
2019 Q2	$62K	Hold	1,742	–	–	0.02%	113
2019 Q1	$62K	Sell	1,742 -24,403	-93%	-$850K	0.02%	113
2018 Q4	$846K	Buy	+26,145	New	+$862K	0.32%	57

Other funds holding SPEM

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Lake Point Wealth Management's SPEM Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2022 at 88 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Lake Point Wealth Management first reported a position in SPEM in Q4 2018 and has held it in 10 quarters since. The position peaked at $846K in Q4 2018. 579 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

Lake Point Wealth Management held 88 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #296 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $846K in Q4 2018.
579 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.