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

Altavista 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
2021 Q4	$248K	Hold	5,981	–	–	0.05%	177
2021 Q3	$254K	Sell	5,981 -109	-2%	-$4.73K	0.06%	168
2021 Q2	$277K	Buy	6,090 +235	+4%	+$10.5K	0.06%	163
2021 Q1	$256K	Buy	5,855 +225	+4%	+$10.1K	0.06%	157
2020 Q4	$237K	Hold	5,630	–	–	0.06%	159
2020 Q3	$206K	Buy	+5,630	New	+$205K	0.06%	163
2020 Q1	–	Sell	-5,630	Closed	-$212K	–	167
2019 Q4	$212K	Buy	+5,630	New	+$203K	0.06%	162

Other funds holding SPEM

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altavista Wealth Management's SPEM Position: Q4 2021 in Review

Altavista Wealth Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q4 2021 at 5,981 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #177.

Altavista Wealth Management first reported a position in SPEM in Q4 2019 and has held it in 7 quarters since. The position peaked at $277K in Q2 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

Altavista Wealth Management held 5,981 shares of State Street SPDR Portfolio Emerging Markets ETF worth $248K as of Q4 2021.
Altavista Wealth Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q4 2021.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #177 holding.
Altavista Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 7 quarters since.
Altavista Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $277K in Q2 2021.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.