BTWM
Baker Tilly Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
8,686
-1,129
| -12% | -$48.3K | 0.13% | 162 |
|
|
2025
Q1 | $386K | Sell |
9,815
-217
| -2% | -$8.54K | 0.15% | 149 |
|
|
2024
Q4 | $385K | Sell |
10,032
-2,842
| -22% | -$109K | 0.15% | 152 |
|
|
2024
Q3 | $531K | Buy |
12,874
+75
| +0.6% | +$3.1K | 0.24% | 108 |
|
|
2024
Q2 | $482K | Sell |
12,799
-3,228
| -20% | -$122K | 0.2% | 124 |
|
|
2024
Q1 | $580K | Sell |
16,027
-7,565
| -32% | -$274K | 0.1% | 218 |
|
|
2023
Q4 | $835K | Buy |
23,592
+1,569
| +7% | +$55.6K | 0.14% | 164 |
|
|
2023
Q3 | $739K | Sell |
22,023
-4,913
| -18% | -$165K | 0.12% | 168 |
|
|
2023
Q2 | $926K | Buy |
26,936
+1,484
| +6% | +$51K | 0.1% | 213 |
|
|
2023
Q1 | $869K | Sell |
25,452
-16,855
| -40% | -$575K | 0.1% | 222 |
|
|
2022
Q4 | $1.39M | Buy |
42,307
+24,079
| +132% | +$794K | 0.17% | 133 |
|
|
2022
Q3 | $566K | Buy |
18,228
+449
| +3% | +$13.9K | 0.08% | 265 |
|
|
2022
Q2 | $618K | Buy |
17,779
+1,011
| +6% | +$35.1K | 0.08% | 255 |
|
|
2022
Q1 | $648K | Sell |
16,768
-1,263
| -7% | -$48.8K | 0.07% | 276 |
|
|
2021
Q4 | $748K | Sell |
18,031
-979
| -5% | -$40.6K | 0.08% | 269 |
|
|
2021
Q3 | $808K | Buy |
19,010
+181
| +1% | +$7.69K | 0.11% | 201 |
|
|
2021
Q2 | $857K | Buy |
18,829
+690
| +4% | +$31.4K | 0.14% | 166 |
|
|
2021
Q1 | $794K | Buy |
18,139
+2,084
| +13% | +$91.2K | 0.16% | 161 |
|
|
2020
Q4 | $677K | Buy |
+16,055
| New | +$677K | 0.21% | 112 |
|