BFM
Broadview Financial Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
16,097
+119
| +0.7% | +$5.09K | 0.47% | 31 |
|
|
2025
Q1 | $629K | Buy |
15,978
+315
| +2% | +$12.4K | 0.47% | 30 |
|
|
2024
Q4 | $601K | Sell |
15,663
-11,340
| -42% | -$435K | 0.43% | 32 |
|
|
2024
Q3 | $1.11M | Buy |
27,003
+5,299
| +24% | +$219K | 0.75% | 26 |
|
|
2024
Q2 | $818K | Buy |
21,704
+2,269
| +12% | +$85.5K | 0.6% | 30 |
|
|
2024
Q1 | $703K | Sell |
19,435
-62
| -0.3% | -$2.24K | 0.51% | 30 |
|
|
2023
Q4 | $690K | Sell |
19,497
-2,246
| -10% | -$79.5K | 0.53% | 30 |
|
|
2023
Q3 | $730K | Hold |
21,743
| – | – | 0.68% | 25 |
|
|
2023
Q2 | $748K | Buy |
21,743
+56
| +0.3% | +$1.93K | 0.64% | 26 |
|
|
2023
Q1 | $740K | Sell |
21,687
-593
| -3% | -$20.2K | 0.65% | 26 |
|
|
2022
Q4 | $734K | Buy |
22,280
+960
| +5% | +$31.6K | 0.66% | 28 |
|
|
2022
Q3 | $662K | Sell |
21,320
-1,277
| -6% | -$39.6K | 0.66% | 27 |
|
|
2022
Q2 | $786K | Sell |
22,597
-1,673
| -7% | -$58.2K | 0.73% | 26 |
|
|
2022
Q1 | $938K | Sell |
24,270
-1,000
| -4% | -$38.6K | 0.7% | 30 |
|
|
2021
Q4 | $1.05M | Sell |
25,270
-37
| -0.1% | -$1.53K | 0.75% | 28 |
|
|
2021
Q3 | $1.08M | Buy |
25,307
+607
| +2% | +$25.8K | 0.83% | 25 |
|
|
2021
Q2 | $1.12M | Buy |
24,700
+189
| +0.8% | +$8.6K | 0.85% | 25 |
|
|
2021
Q1 | $1.07M | Hold |
24,511
| – | – | 0.83% | 26 |
|
|
2020
Q4 | $1.03M | Sell |
24,511
-227
| -0.9% | -$9.57K | 0.79% | 31 |
|
|
2020
Q3 | $904K | Sell |
24,738
-8,124
| -25% | -$297K | 0.76% | 30 |
|
|
2020
Q2 | $1.1M | Buy |
32,862
+9,744
| +42% | +$326K | 0.88% | 26 |
|
|
2020
Q1 | $658K | Buy |
23,118
+619
| +3% | +$17.6K | 0.59% | 31 |
|
|
2019
Q4 | $846K | Buy |
22,499
+247
| +1% | +$9.29K | 0.59% | 31 |
|
|
2019
Q3 | $763K | Buy |
22,252
+234
| +1% | +$8.02K | 0.57% | 30 |
|
|
2019
Q2 | $788K | Sell |
22,018
-325
| -1% | -$11.6K | 0.59% | 30 |
|
|
2019
Q1 | $799K | Sell |
22,343
-82
| -0.4% | -$2.93K | 0.62% | 30 |
|
|
2018
Q4 | $726K | Buy |
+22,425
| New | +$726K | 0.65% | 27 |
|