BFG
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Barber Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Barber Financial Group’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
-14,661
Closed -$455K – 143
2022
Q3 		$455K Sell
14,661
-13,001
-47% -$442K 0.13% 72
2022
Q2 		$962K Sell
27,662
-3,311
-11% -$120K 0.16% 44
2022
Q1 		$1.2M Sell
30,973
-135,905
-81% -$5.48M 0.16% 45
2021
Q4 		$6.92M Buy
166,878
+10,793
+7% +$461K 0.83% 25
2021
Q3 		$6.64M Buy
156,085
+18,589
+14% +$807K 0.86% 31
2021
Q2 		$6.26M Buy
137,496
+11,475
+9% +$514K 0.85% 27
2021
Q1 		$5.52M Sell
126,021
-12,250
-9% -$548K 0.81% 24
2020
Q4 		$5.83M Sell
138,271
-15,689
-10% -$623K 1.06% 25
2020
Q3 		$5.63M Sell
153,960
-6,528
-4% -$238K 1.23% 20
2020
Q2 		$5.37M Buy
160,488
+9,433
+6% +$295K 1.29% 19
2020
Q1 		$4.3M Buy
151,055
+13,413
+10% +$461K 1.36% 23
2019
Q4 		$5.17M Buy
137,642
+5,238
+4% +$189K 1.05% 26
2019
Q3 		$4.54M Sell
132,404
-4,053
-3% -$141K 0.97% 28
2019
Q2 		$4.88M Buy
136,457
+6,074
+5% +$215K 1.14% 24
2019
Q1 		$4.66M Buy
130,383
+10,474
+9% +$365K 0.92% 25
2018
Q4 		$3.88M Buy
119,909
+309
+0.3% +$10.2K 0.83% 27
2018
Q3 		$4.17M Buy
119,600
+9,109
+8% +$321K 1% 26
2018
Q2 		$3.9M Buy
110,491
+770
+0.7% +$29K 1.13% 27
2018
Q1 		$4.31M Buy
+109,721
New +$4.4M 1.14% 25

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Barber Financial Group's SPEM Position: Q4 2022 in Review

Barber Financial Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 14,661 shares — an estimated $455K sold.

Barber Financial Group first reported a position in SPEM in Q1 2018 and held it in 19 quarters. The position peaked at $6.92M in Q4 2021. 614 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • Barber Financial Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Barber Financial Group sold 14,661 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $455K.
  • Barber Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 19 quarters.
  • Barber Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.92M in Q4 2021.
  • 614 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Barber Financial Group's 13F filing for Q4 2022, filed 1 Feb 2023.