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Linscomb Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Linscomb Wealth’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
Q2 		– Sell
-44,088
Closed -$1.25M – 369
2020
Q1 		$1.25M Sell
44,088
-1,198
-3% -$41.2K 0.11% 112
2019
Q4 		$1.7M Buy
+45,286
New +$1.63M 0.11% 124

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Linscomb Wealth's SPEM Position: Q2 2020 in Review

Linscomb Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 44,088 shares — an estimated $1.25M sold.

Linscomb Wealth first reported a position in SPEM in Q4 2019 and held it in 2 quarters. The position peaked at $1.7M in Q4 2019. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

  • Linscomb Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 44,088 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $1.25M.
  • Linscomb Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.7M in Q4 2019.
  • 393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.