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

Pinnacle Wealth Management 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
2022 Q1	–	Sell	-42,539	Closed	-$1.76M	–	128
2021 Q4	$1.76M	Sell	42,539 -6,793	-14%	-$290K	1.31%	24
2021 Q3	$2.1M	Buy	49,332 +2,996	+6%	+$130K	1.58%	18
2021 Q2	$2.11M	Buy	+46,336	New	+$2.07M	1.54%	20

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Pinnacle Wealth Management Group's SPEM Position: Q1 2022 in Review

Pinnacle Wealth Management Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2022, closing a stake of 42,539 shares — an estimated $1.76M sold.

Pinnacle Wealth Management Group first reported a position in SPEM in Q2 2021 and held it in 3 quarters. The position peaked at $2.11M in Q2 2021. 597 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

Pinnacle Wealth Management Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Pinnacle Wealth Management Group sold 42,539 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2022, an estimated $1.76M.
Pinnacle Wealth Management Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and held it in 3 quarters.
Pinnacle Wealth Management Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.11M in Q2 2021.
597 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2022, filed 21 Apr 2022.