VFM
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Vivid Financial Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Vivid Financial Management’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
Q2 		– Sell
-15,218
Closed -$433K – 103
2020
Q1 		$433K Sell
15,218
-9,915
-39% -$341K 0.57% 42
2019
Q4 		$912K Buy
+25,133
New +$906K 0.98% 28

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Vivid Financial Management's SPEM Position: Q2 2020 in Review

Vivid Financial Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2020, closing a stake of 15,218 shares — an estimated $433K sold.

Vivid Financial Management first reported a position in SPEM in Q4 2019 and held it in 2 quarters. The position peaked at $912K in Q4 2019. 393 funds tracked by Wall St. Rank hold SPEM as of Q2 2020.

  • Vivid Financial Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Vivid Financial Management sold 15,218 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2020, an estimated $433K.
  • Vivid Financial Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 2 quarters.
  • Vivid Financial Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $912K in Q4 2019.
  • 393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2020.

Based on Vivid Financial Management's 13F filing for Q2 2020, filed 31 Jul 2020.