PCA
SPEM icon

Personal Capital Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Personal Capital 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
2021
Q3 		– Sell
-6,541
Closed -$298K – 512
2021
Q2 		$298K Buy
6,541
+273
+4% +$12.2K ﹤0.01% 395
2021
Q1 		$274K Sell
6,268
-4,360
-41% -$195K ﹤0.01% 408
2020
Q4 		$448K Buy
+10,628
New +$422K ﹤0.01% 316

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Capital Advisors's SPEM Position: Q3 2021 in Review

Personal Capital Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2021, closing a stake of 6,541 shares — an estimated $298K sold.

Personal Capital Advisors first reported a position in SPEM in Q4 2020 and held it in 3 quarters. The position peaked at $448K in Q4 2020. 515 funds tracked by Wall St. Rank hold SPEM as of Q3 2021.

  • Personal Capital Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 6,541 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2021, an estimated $298K.
  • Personal Capital Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 3 quarters.
  • Personal Capital Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $448K in Q4 2020.
  • 515 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2021.

Based on Personal Capital Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.