SFG
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SageGuard Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

SageGuard Financial 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
2021
Q3 		$381K Sell
8,959
-3,752
-30% -$163K 5.98% 4
2021
Q2 		$578K Buy
12,711
+297
+2% +$13.3K 0.26% 68
2021
Q1 		$547K Buy
12,414
+49
+0.4% +$2.19K 0.25% 69
2020
Q4 		$519K Buy
+12,365
New +$491K 0.25% 66

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SageGuard Financial Group's SPEM Position: Q3 2021 in Review

SageGuard Financial Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 30% in Q3 2021, selling an estimated $163K and leaving 8,959 shares worth $381K. The position accounts for 5.98% of the portfolio, ranked #4.

SageGuard Financial Group first reported a position in SPEM in Q4 2020 and has held it in 4 quarters since. The position peaked at $578K in Q2 2021. 515 funds tracked by Wall St. Rank hold SPEM as of Q3 2021.

  • SageGuard Financial Group held 8,959 shares of State Street SPDR Portfolio Emerging Markets ETF worth $381K as of Q3 2021.
  • SageGuard Financial Group sold 3,752 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2021, an estimated $163K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 5.98% of SageGuard Financial Group's portfolio in Q3 2021, its #4 holding.
  • SageGuard Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 4 quarters since.
  • SageGuard Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $578K in Q2 2021.
  • 515 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.