Wealthcare Capital Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-2,074	Closed	-$91K	–	578
2021 Q1	$91K	Buy	+2,074	New	+$92.7K	0.01%	105
2020 Q2	–	Sell	-2,074	Closed	-$59K	–	216
2020 Q1	$59K	Hold	2,074	–	–	0.01%	82
2019 Q4	$78K	Hold	2,074	–	–	0.01%	89
2019 Q3	$71K	Hold	2,074	–	–	0.01%	89
2019 Q2	$74K	Hold	2,074	–	–	0.01%	85
2019 Q1	$74K	Hold	2,074	–	–	0.01%	82
2018 Q4	$67K	Hold	2,074	–	–	0.01%	84
2018 Q3	$72K	Hold	2,074	–	–	0.01%	78
2018 Q2	$73K	Hold	2,074	–	–	0.01%	75
2018 Q1	$82K	Hold	2,074	–	–	0.01%	70
2017 Q4	$79K	Hold	2,074	–	–	0.01%	72
2017 Q3	$75K	Hold	2,074	–	–	0.01%	73
2017 Q2	$69K	Hold	2,074	–	–	0.01%	72
2017 Q1	$67K	Hold	2,074	–	–	0.01%	72
2016 Q4	$59K	Hold	2,074	–	–	0.01%	72
2016 Q3	$63K	Hold	2,074	–	–	0.01%	65
2016 Q2	$58K	Hold	2,074	–	–	0.01%	64
2016 Q1	$57K	Hold	2,074	–	–	0.01%	74
2015 Q4	$54K	Buy	2,074 +1,204	+138%	+$33.1K	0.01%	81
2015 Q3	$23K	Hold	870	–	–	﹤0.01%	124
2015 Q2	$28K	Hold	870	–	–	﹤0.01%	136
2015 Q1	$28K	Hold	870	–	–	﹤0.01%	351
2014 Q4	$27K	Hold	870	–	–	﹤0.01%	109
2014 Q3	$29K	Hold	870	–	–	﹤0.01%	100
2014 Q2	$29K	Hold	870	–	–	﹤0.01%	96
2014 Q1	$28K	Buy	+870	New	+$26.5K	﹤0.01%	94

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

Wealthcare Capital Management's SPEM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2021, closing a stake of 2,074 shares — an estimated $91K sold.

Wealthcare Capital Management first reported a position in SPEM in Q1 2014 and held it in 26 quarters. The position peaked at $91K in Q1 2021. 532 funds tracked by Wall St. Rank hold SPEM as of Q2 2021.

Wealthcare Capital Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 2,074 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2021, an estimated $91K.
Wealthcare Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2014 and held it in 26 quarters.
Wealthcare Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $91K in Q1 2021.
532 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.