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

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

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

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

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

Envestnet Asset Management

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

Bank of America

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return