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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return