BOC
SPEM icon

Bull Oak Capital’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bull Oak Capital’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
Q1 		– Sell
-88,676
Closed -$3.68M – 27
2021
Q4 		$3.68M Buy
+88,676
New +$3.79M 3.33% 12

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bull Oak Capital's SPEM Position: Q1 2022 in Review

Bull Oak Capital sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2022, closing a stake of 88,676 shares — an estimated $3.68M sold.

Bull Oak Capital first reported a position in SPEM in Q4 2021 and held it in 1 quarter. The position peaked at $3.68M in Q4 2021. 597 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

  • Bull Oak Capital reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Bull Oak Capital sold 88,676 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2022, an estimated $3.68M.
  • Bull Oak Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 1 quarter.
  • Bull Oak Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.68M in Q4 2021.
  • 597 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on Bull Oak Capital's 13F filing for Q1 2022, filed 4 Oct 2022.