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BerganKDV Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

BerganKDV Wealth Management’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
Q2 		$11.7M Buy
339,371
+13,169
+4% +$450K 1.17% 20
2023
Q1 		$11.1M Buy
326,202
+23,850
+8% +$820K 1.15% 20
2022
Q4 		$9.97M Buy
302,352
+20,625
+7% +$668K 1.08% 21
2022
Q3 		$8.74M Buy
281,727
+4,171
+2% +$142K 1.05% 20
2022
Q2 		$9.65M Buy
277,556
+8,699
+3% +$314K 1.11% 21
2022
Q1 		$10.4M Buy
268,857
+29,523
+12% +$1.19M 1.11% 21
2021
Q4 		$9.93M Buy
239,334
+27,253
+13% +$1.17M 1.04% 22
2021
Q3 		$9.02M Buy
212,081
+20,314
+11% +$882K 1.02% 20
2021
Q2 		$8.72M Buy
191,767
+7,976
+4% +$357K 1.04% 18
2021
Q1 		$8.05M Sell
183,791
-1,328
-0.7% -$59.4K 1.03% 18
2020
Q4 		$7.8M Buy
185,119
+5,539
+3% +$220K 1.1% 18
2020
Q3 		$6.57M Buy
179,580
+14,364
+9% +$524K 1.04% 20
2020
Q2 		$5.53M Buy
165,216
+11,739
+8% +$367K 0.95% 21
2020
Q1 		$4.37M Buy
+153,477
New +$5.28M 0.89% 22

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

BerganKDV Wealth Management's SPEM Position: Q2 2023 in Review

BerganKDV Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4% in Q2 2023, buying an estimated $450K and bringing the position to 339,371 shares worth $11.7M. The position accounts for 1.17% of the portfolio, ranked #20.

BerganKDV Wealth Management first reported a position in SPEM in Q1 2020 and has held it in 14 quarters since. 630 funds tracked by Wall St. Rank hold SPEM as of Q2 2023.

  • BerganKDV Wealth Management held 339,371 shares of State Street SPDR Portfolio Emerging Markets ETF worth $11.7M as of Q2 2023.
  • BerganKDV Wealth Management bought 13,169 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2023, an estimated $450K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.17% of BerganKDV Wealth Management's portfolio in Q2 2023, its #20 holding.
  • BerganKDV Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 14 quarters since.
  • 630 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.