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

Meristem Family 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 Q3	–	Sell	-6,291	Closed	-$210K	–	209
2020 Q2	$210K	Buy	+6,291	New	+$197K	0.06%	176
2020 Q1	–	Sell	-6,291	Closed	-$236K	–	206
2019 Q4	$236K	Hold	6,291	–	–	0.06%	169
2019 Q3	$216K	Buy	6,291 +135	+2%	+$4.68K	0.06%	176
2019 Q2	$220K	Hold	6,156	–	–	0.07%	150
2019 Q1	$220K	Buy	+6,156	New	+$214K	0.07%	134

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Meristem Family Wealth's SPEM Position: Q3 2020 in Review

Meristem Family Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2020, closing a stake of 6,291 shares — an estimated $210K sold.

Meristem Family Wealth first reported a position in SPEM in Q1 2019 and held it in 5 quarters. The position peaked at $236K in Q4 2019. 414 funds tracked by Wall St. Rank hold SPEM as of Q3 2020.

Meristem Family Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Meristem Family Wealth sold 6,291 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2020, an estimated $210K.
Meristem Family Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 5 quarters.
Meristem Family Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $236K in Q4 2019.
414 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2020.

Based on Meristem Family Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.