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

Bison Wealth’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	-10,139	Closed	-$314K	–	284
2022 Q3	$314K	Buy	+10,139	New	+$345K	0.12%	197
2022 Q2	–	Sell	-3,690	Closed	-$143K	–	361
2022 Q1	$143K	Buy	+3,690	New	+$149K	0.07%	219
2021 Q4	–	Sell	-35	Closed	-$1K	–	458
2021 Q3	$1K	Hold	35	–	–	﹤0.01%	472
2021 Q2	$2K	Buy	+35	New	+$1.57K	﹤0.01%	455

Other funds holding SPEM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Hamilton Capital Columbus, Ohio $1.93B AUM

Bison Wealth's SPEM Position: Q4 2022 in Review

Bison Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 10,139 shares — an estimated $314K sold.

Bison Wealth first reported a position in SPEM in Q2 2021 and held it in 4 quarters. The position peaked at $314K in Q3 2022. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

Bison Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Bison Wealth sold 10,139 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $314K.
Bison Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and held it in 4 quarters.
Bison Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $314K in Q3 2022.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Bison Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.