PWAG
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Polaris Wealth Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Polaris Wealth Advisory 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
Q4 		– Sell
-40,232
Closed -$1.36M – 177
2019
Q3 		$1.36M Buy
40,232
+162
+0.4% +$5.62K 0.11% 93
2019
Q2 		$1.46M Sell
40,070
-2,342
-6% -$83K 0.11% 89
2019
Q1 		$1.54M Buy
42,412
+2,646
+7% +$92.1K 0.12% 89
2018
Q4 		$1.29M Sell
39,766
-24,768
-38% -$817K 0.12% 77
2018
Q3 		$2.25M Sell
64,534
-134
-0.2% -$4.72K 0.16% 85
2018
Q2 		$2.54M Sell
64,668
-98
-0.2% -$3.69K 0.21% 71
2018
Q1 		$2.54M Buy
+64,766
New +$2.6M 0.21% 73

Other funds holding SPEM

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return