BC
SPEM icon

Bartlett & Co’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bartlett & Co’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
-2,895
Closed -$95K – 1088
2022
Q4 		$95K Buy
2,895
+2,402
+487% +$77.8K ﹤0.01% 480
2022
Q3 		$15K Buy
+493
New +$16.8K ﹤0.01% 755
2021
Q2 		– Sell
-362
Closed -$16K – 1072
2021
Q1 		$16K Hold
362
– – ﹤0.01% 689
2020
Q4 		$15K Sell
362
-563
-61% -$22.3K ﹤0.01% 696
2020
Q3 		$34K Buy
+925
New +$33.8K ﹤0.01% 544

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

Bartlett & Co's SPEM Position: Q1 2023 in Review

Bartlett & Co sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2023, closing a stake of 2,895 shares — an estimated $95K sold.

Bartlett & Co first reported a position in SPEM in Q3 2020 and held it in 5 quarters. The position peaked at $95K in Q4 2022. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

  • Bartlett & Co reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co sold 2,895 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $95K.
  • Bartlett & Co first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 5 quarters.
  • Bartlett & Co's State Street SPDR Portfolio Emerging Markets ETF position peaked at $95K in Q4 2022.
  • 619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on Bartlett & Co's 13F filing for Q1 2023, filed 6 Apr 2023.