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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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. 722 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.
722 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.