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Smart Money Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Smart Money 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
Q1 		– Sell
-42,781
Closed -$1.61M – 92
2019
Q4 		$1.61M Buy
42,781
+5,112
+14% +$184K 0.94% 31
2019
Q3 		$1.29M Buy
37,669
+4,725
+14% +$164K 1.04% 29
2019
Q2 		$1.18M Buy
32,944
+15,204
+86% +$539K 0.97% 35
2019
Q1 		$635K Buy
+17,740
New +$618K 0.55% 46

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $85.1B AUM 27.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smart Money Group's SPEM Position: Q1 2020 in Review

Smart Money Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2020, closing a stake of 42,781 shares — an estimated $1.61M sold.

Smart Money Group first reported a position in SPEM in Q1 2019 and held it in 4 quarters. The position peaked at $1.61M in Q4 2019. 394 funds tracked by Wall St. Rank hold SPEM as of Q1 2020.

  • Smart Money Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Smart Money Group sold 42,781 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2020, an estimated $1.61M.
  • Smart Money Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 4 quarters.
  • Smart Money Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.61M in Q4 2019.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2020.

Based on Smart Money Group's 13F filing for Q1 2020, filed 13 May 2020.