NewFocus Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

NewFocus Financial Group’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 Q4	$3.36M	Buy	79,742 +1,013	+1%	+$40.2K	0.99%	29
2020 Q3	$2.88M	Buy	78,729 +11,679	+17%	+$426K	0.96%	28
2020 Q2	$2.24M	Buy	67,050 +14,217	+27%	+$445K	0.8%	35
2020 Q1	$1.5M	Sell	52,833 -45,640	-46%	-$1.57M	0.69%	42
2019 Q4	$3.7M	Buy	98,473 +15,778	+19%	+$569K	1.45%	22
2019 Q3	$2.83M	Buy	82,695 +22,329	+37%	+$775K	1.24%	24
2019 Q2	$2.16M	Buy	60,366 +30,763	+104%	+$1.09M	1%	31
2019 Q1	$1.06M	Buy	29,603 +18,709	+172%	+$651K	0.53%	44
2018 Q4	$353K	Sell	10,894 -29,214	-73%	-$963K	0.21%	63
2018 Q3	$1.4M	Buy	+40,108	New	+$1.41M	0.75%	39

Other funds holding SPEM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

NewFocus Financial Group's SPEM Position: Q4 2020 in Review

NewFocus Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.3% in Q4 2020, buying an estimated $40.2K and bringing the position to 79,742 shares worth $3.36M. The position accounts for 0.99% of the portfolio, ranked #29.

NewFocus Financial Group first reported a position in SPEM in Q3 2018 and has held it in 10 quarters since. The position peaked at $3.7M in Q4 2019. 476 funds tracked by Wall St. Rank hold SPEM as of Q4 2020.

NewFocus Financial Group held 79,742 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.36M as of Q4 2020.
NewFocus Financial Group bought 1,013 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2020, an estimated $40.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.99% of NewFocus Financial Group's portfolio in Q4 2020, its #29 holding.
NewFocus Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2018 and has held it in 10 quarters since.
NewFocus Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.7M in Q4 2019.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.