Optimum Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Optimum Investment Advisors’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
2018 Q2	–	Sell	-148	Closed	-$6K	–	1092
2018 Q1	$6K	Buy	+148	New	+$5.93K	﹤0.01%	885
2015 Q1	$37K	Sell	1,148 -1,000	-47%	-$32.1K	0.01%	567
2014 Q4	$36K	Buy	2,148 +1,000	+87%	+$32.7K	0.01%	583
2014 Q3	$38K	Hold	1,148	–	–	0.01%	523
2014 Q2	$39K	Buy	1,148 +148	+15%	+$4.87K	0.01%	534
2014 Q1	$32K	Hold	1,000	–	–	0.01%	443
2013 Q4	$32K	Hold	1,000	–	–	0.01%	453
2013 Q3	$32K	Buy	+1,000	New	+$30.7K	0.01%	431

Other funds holding SPEM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's SPEM Position: Q2 2018 in Review

Optimum Investment Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2018, closing a stake of 148 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in SPEM in Q3 2013 and held it in 8 quarters. The position peaked at $39K in Q2 2014. 207 funds tracked by Wall St. Rank hold SPEM as of Q2 2018.

Optimum Investment Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
Optimum Investment Advisors sold 148 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2018, an estimated $6K.
Optimum Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2013 and held it in 8 quarters.
Optimum Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $39K in Q2 2014.
207 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.