Accel Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Accel Wealth 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
2022 Q4	–	Sell	-70	Closed	-$2K	–	1089
2022 Q3	$2K	Hold	70	–	–	﹤0.01%	941
2022 Q2	$2K	Hold	70	–	–	﹤0.01%	910
2022 Q1	$3K	Hold	70	–	–	﹤0.01%	863
2021 Q4	$3K	Buy	+70	New	+$2.99K	﹤0.01%	866
2021 Q3	–	Sell	-70	Closed	-$3K	–	882
2021 Q2	$3K	Hold	70	–	–	﹤0.01%	843
2021 Q1	$3K	Hold	70	–	–	﹤0.01%	808
2020 Q4	$3K	Buy	+70	New	+$2.78K	﹤0.01%	766

Other funds holding SPEM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Accel Wealth Management's SPEM Position: Q4 2022 in Review

Accel Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 70 shares — an estimated $2K sold.

Accel Wealth Management first reported a position in SPEM in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

Accel Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 70 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $2K.
Accel Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 7 quarters.
Accel Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3K in Q1 2022.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.