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

Pacific 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
2021 Q3	–	Sell	-38,134	Closed	-$1.74M	–	69
2021 Q2	$1.74M	Buy	+38,134	New	+$1.71M	1.2%	23
2020 Q4	–	Sell	-18	Closed	-$1K	–	112
2020 Q3	$1K	Buy	+18	New	+$657	﹤0.01%	121
2020 Q1	–	Sell	-66,157	Closed	-$2.49M	–	74
2019 Q4	$2.49M	Buy	66,157 +4,007	+6%	+$144K	0.25%	48
2019 Q3	$2.22M	Buy	62,150 +342	+0.6%	+$11.9K	0.24%	44
2019 Q2	$2.21M	Buy	61,808 +18	+0%	+$638	0.27%	40
2019 Q1	$2.21M	Buy	+61,790	New	+$2.15M	0.27%	39

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

Pacific Financial Group's SPEM Position: Q3 2021 in Review

Pacific Financial Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2021, closing a stake of 38,134 shares — an estimated $1.74M sold.

Pacific Financial Group first reported a position in SPEM in Q1 2019 and held it in 6 quarters. The position peaked at $2.49M in Q4 2019. 515 funds tracked by Wall St. Rank hold SPEM as of Q3 2021.

Pacific Financial Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Pacific Financial Group sold 38,134 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2021, an estimated $1.74M.
Pacific Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 6 quarters.
Pacific Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.49M in Q4 2019.
515 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2021.

Based on Pacific Financial Group's 13F filing for Q3 2021, filed 19 Oct 2021.