Wealthstreet Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Wealthstreet Investment 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
2022 Q1	$23K	Hold	600	–	–	0.62%	37
2021 Q4	$25K	Hold	600	–	–	0.62%	36
2021 Q3	$26K	Sell	600 -500	-45%	-$21.7K	0.72%	35
2021 Q2	$50K	Sell	1,100 -50,092	-98%	-$2.24M	0.26%	58
2021 Q1	$2.24M	Buy	51,192 +5,199	+11%	+$232K	0.22%	110
2020 Q4	$1.94M	Sell	45,993 -1,142	-2%	-$45.3K	0.2%	114
2020 Q3	$1.72M	Buy	47,135 +4,434	+10%	+$162K	0.19%	114
2020 Q2	$1.43M	Sell	42,701 -72	-0.2%	-$2.25K	0.18%	117
2020 Q1	$1.22M	Buy	42,773 +1,263	+3%	+$43.4K	0.18%	113
2019 Q4	$1.56M	Buy	41,510 +19,091	+85%	+$688K	0.18%	118
2019 Q3	$803K	Sell	22,419 -6,425	-22%	-$223K	0.1%	163
2019 Q2	$1.03M	Buy	28,844 +3,502	+14%	+$124K	0.13%	145
2019 Q1	$906K	Buy	25,342 +7,180	+40%	+$250K	0.12%	152
2018 Q4	$624K	Buy	+18,162	New	+$599K	0.09%	186

Other funds holding SPEM

Creative Planning

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

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

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

Bank of America

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