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Mid Atlantic Financial Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Mid Atlantic Financial Management’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
Q2 		– Sell
-206,614
Closed -$9.05M – 956
2021
Q1 		$9.05M Buy
206,614
+49,715
+32% +$2.22M 0.66% 24
2020
Q4 		$6.62M Buy
156,899
+78,356
+100% +$3.11M 0.51% 35
2020
Q3 		$3.14M Buy
+78,543
New +$2.87M 0.27% 85

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Mid Atlantic Financial Management's SPEM Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2021, closing a stake of 206,614 shares — an estimated $9.05M sold.

Mid Atlantic Financial Management first reported a position in SPEM in Q3 2020 and held it in 3 quarters. The position peaked at $9.05M in Q1 2021. 532 funds tracked by Wall St. Rank hold SPEM as of Q2 2021.

  • Mid Atlantic Financial Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 206,614 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2021, an estimated $9.05M.
  • Mid Atlantic Financial Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 3 quarters.
  • Mid Atlantic Financial Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $9.05M in Q1 2021.
  • 532 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.