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LVZ Inc’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

LVZ Inc’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
2019
Q3 		– Sell
-27,966
Closed -$1M – 84
2019
Q2 		$1M Buy
27,966
+1,954
+8% +$69.2K 0.23% 35
2019
Q1 		$930K Buy
26,012
+806
+3% +$28.1K 0.22% 35
2018
Q4 		$816K Buy
25,206
+1,852
+8% +$61.1K 0.23% 32
2018
Q3 		$782K Sell
23,354
-3,921
-14% -$138K 0.2% 34
2018
Q2 		$964K Buy
27,275
+6,357
+30% +$239K 0.24% 28
2018
Q1 		$822K Buy
+20,918
New +$838K 0.22% 31

Other funds holding SPEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

LVZ Inc's SPEM Position: Q3 2019 in Review

LVZ Inc sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2019, closing a stake of 27,966 shares — an estimated $1M sold.

LVZ Inc first reported a position in SPEM in Q1 2018 and held it in 6 quarters. The position peaked at $1M in Q2 2019. 337 funds tracked by Wall St. Rank hold SPEM as of Q3 2019.

  • LVZ Inc reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • LVZ Inc sold 27,966 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2019, an estimated $1M.
  • LVZ Inc first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 6 quarters.
  • LVZ Inc's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1M in Q2 2019.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2019.

Based on LVZ Inc's 13F filing for Q3 2019, filed 22 Oct 2019.