RPG
SPEM icon

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

Resource Planning 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
2020
Q3 		– Sell
-9,246
Closed -$309K – 61
2020
Q2 		$309K Buy
+9,246
New +$289K 0.23% 46

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Resource Planning Group's SPEM Position: Q3 2020 in Review

Resource Planning Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2020, closing a stake of 9,246 shares — an estimated $309K sold.

Resource Planning Group first reported a position in SPEM in Q2 2020 and held it in 1 quarter. The position peaked at $309K in Q2 2020. 414 funds tracked by Wall St. Rank hold SPEM as of Q3 2020.

  • Resource Planning Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
  • Resource Planning Group sold 9,246 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2020, an estimated $309K.
  • Resource Planning Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and held it in 1 quarter.
  • Resource Planning Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $309K in Q2 2020.
  • 414 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2020.

Based on Resource Planning Group's 13F filing for Q3 2020, filed 12 Nov 2020.