Level Four Advisory Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Level Four Advisory Services’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 Q3	–	Sell	-5,907	Closed	-$269K	–	613
2021 Q2	$269K	Sell	5,907 -2,911	-33%	-$130K	0.02%	561
2021 Q1	$386K	Sell	8,818 -77,604	-90%	-$3.47M	0.03%	438
2020 Q4	$3.64M	Buy	86,422 +13,656	+19%	+$542K	0.29%	89
2020 Q3	$2.66M	Buy	72,766 +4,956	+7%	+$181K	0.2%	118
2020 Q2	$2.27M	Buy	67,810 +19,692	+41%	+$616K	0.18%	136
2020 Q1	$1.37M	Sell	48,118 -17,185	-26%	-$591K	0.16%	151
2019 Q4	$2.45M	Buy	+65,303	New	+$2.35M	0.1%	197
2019 Q3	–	Sell	-5,856	Closed	-$208K	–	536
2019 Q2	$208K	Buy	5,856 +368	+7%	+$13K	0.02%	501
2019 Q1	$201K	Buy	+5,488	New	+$191K	0.02%	487

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Level Four Advisory Services's SPEM Position: Q3 2021 in Review

Level Four Advisory Services sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2021, closing a stake of 5,907 shares — an estimated $269K sold.

Level Four Advisory Services first reported a position in SPEM in Q1 2019 and held it in 9 quarters. The position peaked at $3.64M in Q4 2020. 515 funds tracked by Wall St. Rank hold SPEM as of Q3 2021.

Level Four Advisory Services reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 5,907 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2021, an estimated $269K.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 9 quarters.
Level Four Advisory Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.64M in Q4 2020.
515 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.