SWP
SPEM icon

Summit Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Summit Wealth Partners’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
Q4 		– Sell
-14,754
Closed -$539K – 155
2020
Q3 		$539K Buy
14,754
+2,251
+18% +$82.1K 0.16% 86
2020
Q2 		$418K Buy
+12,503
New +$391K 0.14% 95

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth Partners's SPEM Position: Q4 2020 in Review

Summit Wealth Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2020, closing a stake of 14,754 shares — an estimated $539K sold.

Summit Wealth Partners first reported a position in SPEM in Q2 2020 and held it in 2 quarters. The position peaked at $539K in Q3 2020. 476 funds tracked by Wall St. Rank hold SPEM as of Q4 2020.

  • Summit Wealth Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 14,754 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2020, an estimated $539K.
  • Summit Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and held it in 2 quarters.
  • Summit Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $539K in Q3 2020.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2020.

Based on Summit Wealth Partners's 13F filing for Q4 2020, filed 10 Sep 2024.