Shine Investment Advisory Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Shine Investment Advisory Services’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	$56K	Hold	1,523	–	–	0.02%	275
2020 Q2	$51K	Hold	1,523	–	–	0.02%	287
2020 Q1	$43K	Sell	1,523 -5,623	-79%	-$193K	0.02%	291
2019 Q4	$269K	Hold	7,146	–	–	0.11%	105
2019 Q3	$245K	Buy	7,146 +48	+0.7%	+$1.67K	0.12%	96
2019 Q2	$254K	Hold	7,098	–	–	0.12%	99
2019 Q1	$254K	Buy	7,098 +60	+0.9%	+$2.09K	0.12%	100
2018 Q4	$228K	Buy	+7,038	New	+$232K	0.11%	97

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

Shine Investment Advisory Services's SPEM Position: Q3 2020 in Review

Shine Investment Advisory Services held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q3 2020 at 1,523 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #275.

Shine Investment Advisory Services first reported a position in SPEM in Q4 2018 and has held it in 8 quarters since. The position peaked at $269K in Q4 2019. 414 funds tracked by Wall St. Rank hold SPEM as of Q3 2020.

Shine Investment Advisory Services held 1,523 shares of State Street SPDR Portfolio Emerging Markets ETF worth $56K as of Q3 2020.
Shine Investment Advisory Services left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q3 2020.
State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #275 holding.
Shine Investment Advisory Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 8 quarters since.
Shine Investment Advisory Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $269K in Q4 2019.
414 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.