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Capital Advisors Ltd’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-6,425
Closed -$248K – 1303
2022
Q1 		$248K Hold
6,425
– – 0.04% 206
2021
Q4 		$267K Hold
6,425
– – 0.04% 194
2021
Q3 		$273K Buy
+6,425
New +$279K 0.05% 174
2018
Q4 		– Sell
-692
Closed -$24K – 483
2018
Q3 		$24K Hold
692
– – 0.01% 349
2018
Q2 		$24K Hold
692
– – 0.01% 274
2018
Q1 		$27K Hold
692
– – 0.01% 261
2017
Q4 		$26K Hold
692
– – 0.01% 264
2017
Q3 		$25K Hold
692
– – 0.01% 266
2017
Q2 		$23K Sell
692
-750
-52% -$24.7K 0.01% 275
2017
Q1 		$46K Hold
1,442
– – 0.02% 206
2016
Q4 		$41K Hold
1,442
– – 0.02% 204
2016
Q3 		$44K Hold
1,442
– – 0.02% 199
2016
Q2 		$40K Hold
1,442
– – 0.02% 203
2016
Q1 		$39K Hold
1,442
– – 0.02% 204
2015
Q4 		$38K Hold
1,442
– – 0.02% 204
2015
Q3 		$38K Hold
1,442
– – 0.02% 200
2015
Q2 		$46K Hold
1,442
– – 0.02% 193
2015
Q1 		$46K Hold
1,442
– – 0.02% 189
2014
Q4 		$45K Hold
1,442
– – 0.02% 181
2014
Q3 		$47K Hold
1,442
– – 0.03% 180
2014
Q2 		$49K Sell
1,442
-1,874
-57% -$61.6K 0.03% 182
2014
Q1 		$105K Hold
3,316
– – 0.06% 134
2013
Q4 		$107K Buy
+3,316
New +$107K 0.07% 108

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Capital Advisors Ltd's SPEM Position: Q2 2022 in Review

Capital Advisors Ltd sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 6,425 shares — an estimated $248K sold.

Capital Advisors Ltd first reported a position in SPEM in Q4 2013 and held it in 23 quarters. The position peaked at $273K in Q3 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

  • Capital Advisors Ltd reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 6,425 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $248K.
  • Capital Advisors Ltd first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2013 and held it in 23 quarters.
  • Capital Advisors Ltd's State Street SPDR Portfolio Emerging Markets ETF position peaked at $273K in Q3 2021.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Capital Advisors Ltd's 13F filing for Q2 2022, filed 5 Aug 2022.