Prism Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Prism Advisors’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
2020 Q1	–	Sell	-15,472	Closed	-$582K	–	65
2019 Q4	$582K	Sell	15,472 -2,648	-15%	-$95.4K	0.29%	44
2019 Q3	$621K	Hold	18,120	–	–	0.35%	41
2019 Q2	$649K	Sell	18,120 -1,124	-6%	-$39.8K	0.37%	40
2019 Q1	$688K	Sell	19,244 -13,331	-41%	-$464K	0.39%	37
2018 Q4	$1.05M	Buy	+32,575	New	+$1.07M	0.67%	34

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prism Advisors's SPEM Position: Q1 2020 in Review

Prism Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2020, closing a stake of 15,472 shares — an estimated $582K sold.

Prism Advisors first reported a position in SPEM in Q4 2018 and held it in 5 quarters. The position peaked at $1.05M in Q4 2018. 395 funds tracked by Wall St. Rank hold SPEM as of Q1 2020.

Prism Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Prism Advisors sold 15,472 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2020, an estimated $582K.
Prism Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 5 quarters.
Prism Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.05M in Q4 2018.
395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2020.

Based on Prism Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.