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Planning Solutions Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Planning Solutions 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
2019
Q2 		$8.54M Sell
238,633
-1,488
-0.6% -$52.7K 4.4% 4
2019
Q1 		$8.59M Buy
240,121
+1,485
+0.6% +$51.7K 4.6% 4
2018
Q4 		$7.72M Buy
+238,636
New +$7.87M 4.7% 4

Other funds holding SPEM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
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

Planning Solutions Group's SPEM Position: Q2 2019 in Review

Planning Solutions Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.62% in Q2 2019, selling an estimated $52.7K and leaving 238,633 shares worth $8.54M. The position accounts for 4.4% of the portfolio, ranked #4.

Planning Solutions Group first reported a position in SPEM in Q4 2018 and has held it in 3 quarters since. The position peaked at $8.59M in Q1 2019. 329 funds tracked by Wall St. Rank hold SPEM as of Q2 2019.

  • Planning Solutions Group held 238,633 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.54M as of Q2 2019.
  • Planning Solutions Group sold 1,488 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2019, an estimated $52.7K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 4.4% of Planning Solutions Group's portfolio in Q2 2019, its #4 holding.
  • Planning Solutions Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $8.59M in Q1 2019.
  • 329 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.