Stearns Financial Services Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Stearns Financial Services 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 Q2	–	Sell	-1,249	Closed	-$36K	–	222
2020 Q1	$36K	Sell	1,249 -4,403	-78%	-$151K	0.01%	159
2019 Q4	$212K	Buy	5,652 +13	+0.2%	+$468	0.04%	127
2019 Q3	$193K	Buy	+5,639	New	+$196K	0.03%	129
2019 Q2	–	Sell	-5,491	Closed	-$196K	–	186
2019 Q1	$196K	Sell	5,491 -679	-11%	-$23.6K	0.04%	126
2018 Q4	$200K	Buy	+6,170	New	+$203K	0.04%	127

Other funds holding SPEM

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

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

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

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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

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

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

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

Stearns Financial Services Group's SPEM Position: Q2 2020 in Review

Stearns Financial Services Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 1,249 shares — an estimated $36K sold.

Stearns Financial Services Group first reported a position in SPEM in Q4 2018 and held it in 5 quarters. The position peaked at $212K in Q4 2019. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

Stearns Financial Services Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Stearns Financial Services Group sold 1,249 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $36K.
Stearns Financial Services Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 5 quarters.
Stearns Financial Services Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $212K in Q4 2019.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

Based on Stearns Financial Services Group's 13F filing for Q2 2020, filed 14 Aug 2020.