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tru Independence’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

tru Independence’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
Q1 		– Sell
-60
Closed -$2K – 891
2019
Q4 		$2K Buy
+60
New +$2.16K ﹤0.01% 829

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

tru Independence's SPEM Position: Q1 2020 in Review

tru Independence sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2020, closing a stake of 60 shares — an estimated $2K sold.

tru Independence first reported a position in SPEM in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 395 funds tracked by Wall St. Rank hold SPEM as of Q1 2020.

  • tru Independence reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • tru Independence sold 60 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2020, an estimated $2K.
  • tru Independence first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 1 quarter.
  • tru Independence's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2020.

Based on tru Independence's 13F filing for Q1 2020, filed 19 May 2020.