C.M. Bidwell & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

C.M. Bidwell & Associates’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 Q4	–	Sell	-3,085	Closed	-$104K	–	568
2023 Q3	$104K	Hold	3,085	–	–	0.08%	224
2023 Q2	$106K	Hold	3,085	–	–	0.08%	232
2023 Q1	$105K	Hold	3,085	–	–	0.08%	225
2022 Q4	$102K	Sell	3,085 -735	-19%	-$23.8K	0.08%	222
2022 Q3	$119K	Buy	3,820 +3,120	+446%	+$106K	0.1%	190
2022 Q2	$24K	Buy	+700	New	+$25.3K	0.02%	322

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

C.M. Bidwell & Associates's SPEM Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2023, closing a stake of 3,085 shares — an estimated $104K sold.

C.M. Bidwell & Associates first reported a position in SPEM in Q2 2022 and held it in 6 quarters. The position peaked at $119K in Q3 2022. 725 funds tracked by Wall St. Rank hold SPEM as of Q4 2023.

C.M. Bidwell & Associates reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 3,085 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2023, an estimated $104K.
C.M. Bidwell & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and held it in 6 quarters.
C.M. Bidwell & Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $119K in Q3 2022.
725 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.