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Pinnacle Private Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		– Sell
-5,977
Closed -$231K – 309
2022
Q1 		$231K Sell
5,977
-111
-2% -$4.47K 0.07% 257
2021
Q4 		$253K Buy
+6,088
New +$260K 0.08% 245

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Pinnacle Private Wealth's SPEM Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 5,977 shares — an estimated $231K sold.

Pinnacle Private Wealth first reported a position in SPEM in Q4 2021 and held it in 2 quarters. The position peaked at $253K in Q4 2021. 579 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 5,977 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $231K.
  • Pinnacle Private Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
  • Pinnacle Private Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $253K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.