Bedel Financial Consulting’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-626	Closed	-$24K	–	784
2022 Q1	$24K	Hold	626	–	–	0.01%	524
2021 Q4	$26K	Hold	626	–	–	0.01%	515
2021 Q3	$27K	Hold	626	–	–	0.01%	496
2021 Q2	$28K	Sell	626 -1,056	-63%	-$47.3K	0.01%	493
2021 Q1	$74K	Buy	+1,682	New	+$75.2K	0.03%	310

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Bedel Financial Consulting's SPEM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 626 shares — an estimated $24K sold.

Bedel Financial Consulting first reported a position in SPEM in Q1 2021 and held it in 5 quarters. The position peaked at $74K in Q1 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 626 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $24K.
Bedel Financial Consulting first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and held it in 5 quarters.
Bedel Financial Consulting's State Street SPDR Portfolio Emerging Markets ETF position peaked at $74K in Q1 2021.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.