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National Planning Corporation’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-6,450
Closed -$234K – 530
2017
Q3 		$234K Buy
+6,450
New +$229K 0.02% 588
2015
Q1 		– Sell
-2,734
Closed -$85.6K – 1847
2014
Q4 		$85.6K Buy
+2,734
New +$89.3K 0.01% 992

Other funds holding SPEM

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

National Planning Corporation's SPEM Position: Q4 2017 in Review

National Planning Corporation sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2017, closing a stake of 6,450 shares — an estimated $234K sold.

National Planning Corporation first reported a position in SPEM in Q4 2014 and held it in 2 quarters. The position peaked at $234K in Q3 2017. 123 funds tracked by Wall St. Rank hold SPEM as of Q4 2017.

  • National Planning Corporation reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 6,450 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2017, an estimated $234K.
  • National Planning Corporation first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2014 and held it in 2 quarters.
  • National Planning Corporation's State Street SPDR Portfolio Emerging Markets ETF position peaked at $234K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.