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

LifePlan Financial Group’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 Q3	$174K	Sell	4,758 -126	-3%	-$4.6K	0.07%	142
2020 Q2	$163K	Hold	4,884	–	–	0.07%	141
2020 Q1	$139K	Sell	4,884 -1,089	-18%	-$37.4K	0.08%	138
2019 Q4	$225K	Sell	5,973 -475	-7%	-$17.1K	0.1%	126
2019 Q3	$221K	Sell	6,448 -479	-7%	-$16.6K	0.1%	123
2019 Q2	$248K	Sell	6,927 -3,579	-34%	-$127K	0.12%	115
2019 Q1	$376K	Sell	10,506 -379	-3%	-$13.2K	0.2%	83
2018 Q4	$352K	Sell	10,885 -1,034	-9%	-$34.1K	0.22%	75
2018 Q3	$415K	Sell	11,919 -10,030	-46%	-$353K	0.22%	74
2018 Q2	$776K	Sell	21,949 -336	-2%	-$12.6K	0.43%	47
2018 Q1	$876K	Buy	+22,285	New	+$893K	0.51%	44

Other funds holding SPEM

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

LifePlan Financial Group's SPEM Position: Q3 2020 in Review

LifePlan Financial Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.6% in Q3 2020, selling an estimated $4.6K and leaving 4,758 shares worth $174K. The position accounts for 0.07% of the portfolio, ranked #142.

LifePlan Financial Group first reported a position in SPEM in Q1 2018 and has held it in 11 quarters since. The position peaked at $876K in Q1 2018. 414 funds tracked by Wall St. Rank hold SPEM as of Q3 2020.

LifePlan Financial Group held 4,758 shares of State Street SPDR Portfolio Emerging Markets ETF worth $174K as of Q3 2020.
LifePlan Financial Group sold 126 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2020, an estimated $4.6K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #142 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $876K in Q1 2018.
414 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.