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

Valeo Financial 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 Q2	–	Sell	-1,206	Closed	-$53K	–	1629
2021 Q1	$53K	Buy	1,206 +124	+11%	+$5.54K	﹤0.01%	850
2020 Q4	$46K	Buy	1,082 +13	+1%	+$516	﹤0.01%	809
2020 Q3	$39K	Hold	1,069	–	–	﹤0.01%	729
2020 Q2	$36K	Buy	1,069 +201	+23%	+$6.29K	﹤0.01%	847
2020 Q1	$26K	Buy	+868	New	+$29.8K	﹤0.01%	815
2019 Q3	–	Sell	-397	Closed	-$14K	–	1661
2019 Q2	$14K	Buy	+397	New	+$14.1K	﹤0.01%	938

Other funds holding SPEM

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Valeo Financial Advisors's SPEM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2021, closing a stake of 1,206 shares — an estimated $53K sold.

Valeo Financial Advisors first reported a position in SPEM in Q2 2019 and held it in 6 quarters. The position peaked at $53K in Q1 2021. 532 funds tracked by Wall St. Rank hold SPEM as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,206 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2021, an estimated $53K.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and held it in 6 quarters.
Valeo Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $53K in Q1 2021.
532 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.