Squar Milner Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Squar Milner Financial 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	–	Sell	-19,998	Closed	-$669K	–	167
2020 Q2	$669K	Buy	19,998 +757	+4%	+$23.7K	0.38%	71
2020 Q1	$547K	Sell	19,241 -3,006	-14%	-$103K	0.33%	62
2019 Q4	$836K	Buy	22,247 +5,088	+30%	+$183K	0.42%	41
2019 Q3	$627K	Sell	17,159 -1,809	-10%	-$62.8K	0.32%	84
2019 Q2	$679K	Buy	18,968 +839	+5%	+$29.7K	0.46%	40
2019 Q1	$648K	Buy	18,129 +2,865	+19%	+$100K	0.48%	41
2018 Q4	$494K	Sell	15,264 -3,017	-17%	-$99.5K	0.47%	46
2018 Q3	$637K	Buy	18,281 +5,456	+43%	+$192K	0.57%	35
2018 Q2	$453K	Buy	12,825 +7,368	+135%	+$277K	0.4%	60
2018 Q1	$214K	Buy	+5,457	New	+$219K	0.27%	142

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.15B AUM 34.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Squar Milner Financial Services's SPEM Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2020, closing a stake of 19,998 shares — an estimated $669K sold.

Squar Milner Financial Services first reported a position in SPEM in Q1 2018 and held it in 10 quarters. The position peaked at $836K in Q4 2019. 414 funds tracked by Wall St. Rank hold SPEM as of Q3 2020.

Squar Milner Financial Services reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 19,998 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2020, an estimated $669K.
Squar Milner Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 10 quarters.
Squar Milner Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $836K in Q4 2019.
414 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.