RDA Financial Network’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

RDA Financial Network’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 Q2	–	Sell	-7,259	Closed	-$207K	–	229
2020 Q1	$207K	Sell	7,259 -10,729	-60%	-$369K	0.12%	166
2019 Q4	$657K	Sell	17,988 -4,045	-18%	-$146K	0.27%	97
2019 Q3	$795K	Buy	22,033 +3,018	+16%	+$105K	0.34%	80
2019 Q2	$681K	Buy	19,015 +7,616	+67%	+$270K	0.31%	88
2019 Q1	$416K	Buy	+11,399	New	+$397K	0.2%	122

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

RDA Financial Network's SPEM Position: Q2 2020 in Review

RDA Financial Network sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 7,259 shares — an estimated $207K sold.

RDA Financial Network first reported a position in SPEM in Q1 2019 and held it in 5 quarters. The position peaked at $795K in Q3 2019. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

RDA Financial Network reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
RDA Financial Network sold 7,259 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $207K.
RDA Financial Network first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 5 quarters.
RDA Financial Network's State Street SPDR Portfolio Emerging Markets ETF position peaked at $795K in Q3 2019.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

Based on RDA Financial Network's 13F filing for Q2 2020, filed 14 Jul 2020.