Robertson Stephens Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Robertson Stephens Wealth Management’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
2022 Q1	–	Sell	-5,618	Closed	-$233K	–	406
2021 Q4	$233K	Hold	5,618	–	–	0.02%	362
2021 Q3	$238K	Hold	5,618	–	–	0.03%	283
2021 Q2	$255K	Sell	5,618 -93	-2%	-$4.16K	0.03%	289
2021 Q1	$250K	Hold	5,711	–	–	0.04%	255
2020 Q4	$240K	Sell	5,711 -867	-13%	-$34.4K	0.05%	216
2020 Q3	$240K	Buy	+6,578	New	+$240K	0.06%	202

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Robertson Stephens Wealth Management's SPEM Position: Q1 2022 in Review

Robertson Stephens Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2022, closing a stake of 5,618 shares — an estimated $233K sold.

Robertson Stephens Wealth Management first reported a position in SPEM in Q3 2020 and held it in 6 quarters. The position peaked at $255K in Q2 2021. 597 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

Robertson Stephens Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 5,618 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2022, an estimated $233K.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 6 quarters.
Robertson Stephens Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $255K in Q2 2021.
597 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.