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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Polaris Wealth Advisory Group's SPEM Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2019, closing a stake of 40,232 shares — an estimated $1.36M sold.

Polaris Wealth Advisory Group first reported a position in SPEM in Q1 2018 and held it in 7 quarters. The position peaked at $2.54M in Q1 2018. 415 funds tracked by Wall St. Rank hold SPEM as of Q4 2019.

Polaris Wealth Advisory Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 40,232 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2019, an estimated $1.36M.
Polaris Wealth Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 7 quarters.
Polaris Wealth Advisory Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.54M in Q1 2018.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.