AWM
SPEM icon

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

Aspire 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
2023
Q1 		– Sell
-6,282
Closed -$207K – 198
2022
Q4 		$207K Buy
+6,282
New +$204K 0.18% 84
2022
Q3 		– Sell
-12,015
Closed -$418K – 186
2022
Q2 		$418K Buy
12,015
+509
+4% +$18.4K 0.39% 47
2022
Q1 		$445K Buy
+11,506
New +$464K 0.35% 49

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 $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aspire Wealth Management's SPEM Position: Q1 2023 in Review

Aspire Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2023, closing a stake of 6,282 shares — an estimated $207K sold.

Aspire Wealth Management first reported a position in SPEM in Q1 2022 and held it in 3 quarters. The position peaked at $445K in Q1 2022. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

  • Aspire Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 6,282 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $207K.
  • Aspire Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and held it in 3 quarters.
  • Aspire Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $445K in Q1 2022.
  • 619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.