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

Rowland Carmichael 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 Q2	–	Sell	-662	Closed	-$19K	–	365
2020 Q1	$19K	Sell	662 -41,235	-98%	-$1.42M	0.01%	289
2019 Q4	$1.57M	Buy	41,897 +7,437	+22%	+$268K	0.54%	29
2019 Q3	$1.18M	Buy	34,460 +13,561	+65%	+$471K	0.41%	46
2019 Q2	$748K	Buy	+20,899	New	+$740K	0.26%	108
2018 Q4	–	Sell	-115	Closed	-$4K	–	356
2018 Q3	$4K	Hold	115	–	–	﹤0.01%	341
2018 Q2	$4K	Hold	115	–	–	﹤0.01%	344
2018 Q1	$5K	Buy	+115	New	+$4.61K	﹤0.01%	302

Other funds holding SPEM

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

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

Rowland Carmichael Advisors's SPEM Position: Q2 2020 in Review

Rowland Carmichael Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 662 shares — an estimated $19K sold.

Rowland Carmichael Advisors first reported a position in SPEM in Q1 2018 and held it in 7 quarters. The position peaked at $1.57M in Q4 2019. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

Rowland Carmichael Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 662 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $19K.
Rowland Carmichael Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 7 quarters.
Rowland Carmichael Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.57M in Q4 2019.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.