Bay Colony Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bay Colony Advisors’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	-6,499	Closed	-$202K	–	368
2022 Q3	$202K	Sell	6,499 -181	-3%	-$6.16K	0.06%	295
2022 Q2	$231K	Sell	6,680 -4,362	-40%	-$158K	0.06%	291
2022 Q1	$427K	Buy	+11,042	New	+$445K	0.1%	196
2018 Q3	–	Sell	-298	Closed	-$11K	–	795
2018 Q2	$11K	Buy	+298	New	+$11.2K	0.01%	632

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Bay Colony Advisors's SPEM Position: Q4 2022 in Review

Bay Colony Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 6,499 shares — an estimated $202K sold.

Bay Colony Advisors first reported a position in SPEM in Q2 2018 and held it in 4 quarters. The position peaked at $427K in Q1 2022. 614 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

Bay Colony Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Bay Colony Advisors sold 6,499 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $202K.
Bay Colony Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and held it in 4 quarters.
Bay Colony Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $427K in Q1 2022.
614 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Bay Colony Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.