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Arcadia Wealth Management (New Hampshire)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
2023
Q3 		– Sell
-11,118
Closed -$382K – 54
2023
Q2 		$382K Sell
11,118
-24,853
-69% -$850K 0.28% 41
2023
Q1 		$1.23M Sell
35,971
-7,159
-17% -$246K 1.02% 21
2022
Q4 		$1.42M Buy
+43,130
New +$1.4M 1.25% 20

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s SPEM Position: Q3 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 11,118 shares — an estimated $382K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in SPEM in Q4 2022 and held it in 3 quarters. The position peaked at $1.42M in Q4 2022. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 11,118 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $382K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and held it in 3 quarters.
  • Arcadia Wealth Management (New Hampshire)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.42M in Q4 2022.
  • 626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q3 2023, filed 14 Nov 2023.