SA
SPEM icon

SRH Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

SRH Advisors’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
Q1 		– Sell
-50
Closed -$2K – 303
2020
Q4 		$2K Hold
50
– – ﹤0.01% 282
2020
Q3 		$2K Hold
50
– – ﹤0.01% 274
2020
Q2 		$2K Buy
+50
New +$1.56K 0.01% 257

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SRH Advisors's SPEM Position: Q1 2021 in Review

SRH Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

SRH Advisors first reported a position in SPEM in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 525 funds tracked by Wall St. Rank hold SPEM as of Q1 2021.

  • SRH Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • SRH Advisors sold 50 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2021, an estimated $2K.
  • SRH Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and held it in 3 quarters.
  • SRH Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2K in Q4 2020.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2021.

Based on SRH Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.