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

WFG 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
2016
Q4 		– Sell
-14
Closed – – 1707
2016
Q3 		$0 Sell
14
-368
-96% -$10.9K ﹤0.01% 1684
2016
Q2 		$11K Buy
382
+4
+1% +$108 ﹤0.01% 1073
2016
Q1 		$10K Sell
378
-208
-35% -$5.18K ﹤0.01% 1057
2015
Q4 		$15K Sell
586
-138
-19% -$3.79K ﹤0.01% 974
2015
Q3 		$19K Buy
724
+4
+0.6% +$114 0.01% 909
2015
Q2 		$23K Sell
720
-202
-22% -$6.81K 0.01% 938
2015
Q1 		$30K Sell
922
-2,394
-72% -$76.8K 0.01% 876
2014
Q4 		$104K Buy
3,316
+1,264
+62% +$41.3K 0.02% 622
2014
Q3 		$68K Buy
2,052
+408
+25% +$14.2K 0.01% 808
2014
Q2 		$56K Sell
1,644
-122
-7% -$4.01K 0.01% 871
2014
Q1 		$56K Buy
1,766
+410
+30% +$12.5K 0.01% 867
2013
Q4 		$44K Buy
1,356
+1,198
+758% +$38.8K 0.01% 1048
2013
Q3 		$5K Hold
158
– – ﹤0.01% 1749
2013
Q2 		$5K Buy
+158
New +$5.07K ﹤0.01% 1676

Other funds holding SPEM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's SPEM Position: Q4 2016 in Review

WFG Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2016, closing a stake of 14 shares.

WFG Advisors first reported a position in SPEM in Q2 2013 and held it in 14 quarters. The position peaked at $104K in Q4 2014. 39 funds tracked by Wall St. Rank hold SPEM as of Q4 2016.

  • WFG Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 14 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2016.
  • WFG Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $104K in Q4 2014.
  • 39 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.