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USA Financial Formulas’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

USA Financial Formulas’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
2018
Q3 		– Sell
-4,127
Closed -$162K – 390
2018
Q2 		$162K Hold
4,127
– – 0.04% 279
2018
Q1 		$162K Buy
+4,127
New +$165K 0.04% 279

Other funds holding SPEM

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USA Financial Formulas's SPEM Position: Q3 2018 in Review

USA Financial Formulas sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2018, closing a stake of 4,127 shares — an estimated $162K sold.

USA Financial Formulas first reported a position in SPEM in Q1 2018 and held it in 2 quarters. The position peaked at $162K in Q2 2018. 215 funds tracked by Wall St. Rank hold SPEM as of Q3 2018.

  • USA Financial Formulas reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
  • USA Financial Formulas sold 4,127 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2018, an estimated $162K.
  • USA Financial Formulas first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 2 quarters.
  • USA Financial Formulas's State Street SPDR Portfolio Emerging Markets ETF position peaked at $162K in Q2 2018.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2018.

Based on USA Financial Formulas's 13F filing for Q3 2018, filed 31 Oct 2018.