Sonora Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sonora Investment 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
2021 Q3	$57K	Hold	1,350	–	–	0.01%	394
2021 Q2	$61K	Hold	1,350	–	–	0.01%	360
2021 Q1	$59K	Buy	+1,350	New	+$60.3K	﹤0.01%	538
2020 Q2	–	Sell	-10	Closed	–	–	1869
2020 Q1	$0	Buy	+10	New	+$344	﹤0.01%	1737

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's SPEM Position: Q3 2021 in Review

Sonora Investment Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q3 2021 at 1,350 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #394.

Sonora Investment Management first reported a position in SPEM in Q1 2020 and has held it in 4 quarters since. The position peaked at $61K in Q2 2021. 515 funds tracked by Wall St. Rank hold SPEM as of Q3 2021.

Sonora Investment Management held 1,350 shares of State Street SPDR Portfolio Emerging Markets ETF worth $57K as of Q3 2021.
Sonora Investment Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q3 2021.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #394 holding.
Sonora Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 4 quarters since.
Sonora Investment Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $61K in Q2 2021.
515 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.