Vickerman & Driscoll Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Vickerman & Driscoll 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
2020 Q1	$4.82M	Buy	169,313 +13,017	+8%	+$448K	2.96%	12
2019 Q4	$5.88M	Buy	156,296 +90,309	+137%	+$3.25M	2.97%	7
2019 Q3	$2.26M	Buy	65,987 +1,106	+2%	+$38.4K	1.24%	25
2019 Q2	$2.32M	Buy	64,881 +8,138	+14%	+$288K	1.29%	25
2019 Q1	$2.03M	Buy	56,743 +37,368	+193%	+$1.3M	1.15%	25
2018 Q4	$627K	Buy	19,375 +2,869	+17%	+$94.6K	0.49%	47
2018 Q3	$575K	Buy	16,506 +2,059	+14%	+$72.5K	0.4%	56
2018 Q2	$511K	Buy	14,447 +4,667	+48%	+$176K	0.37%	56
2018 Q1	$384K	Buy	+9,780	New	+$392K	0.28%	71

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's SPEM Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.3% in Q1 2020, buying an estimated $448K and bringing the position to 169,313 shares worth $4.82M. The position accounts for 2.96% of the portfolio, ranked #12.

Vickerman & Driscoll Financial Advisors first reported a position in SPEM in Q1 2018 and has held it in 9 quarters since. The position peaked at $5.88M in Q4 2019. 395 funds tracked by Wall St. Rank hold SPEM as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 169,313 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.82M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 13,017 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2020, an estimated $448K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.96% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #12 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 9 quarters since.
Vickerman & Driscoll Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.88M in Q4 2019.
395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.