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Parisi Gray Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Parisi Gray Wealth Management’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
2019
Q2 		– Sell
-1,100
Closed -$39K – 400
2019
Q1 		$39K Sell
1,100
-32
-3% -$1.11K 0.02% 247
2018
Q4 		$37K Hold
1,132
– – 0.03% 247
2018
Q3 		$40K Hold
1,132
– – 0.02% 254
2018
Q2 		$40K Hold
1,132
– – 0.03% 263
2018
Q1 		$44K Hold
1,132
– – 0.03% 238
2017
Q4 		$44K Buy
+1,132
New +$42.1K 0.03% 235

Other funds holding SPEM

SMM
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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return