Cassady Schiller Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cassady Schiller Wealth Management’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 Q3	–	Sell	-319	Closed	-$11K	–	477
2023 Q2	$11K	Sell	319 -275	-46%	-$9.4K	0.01%	330
2023 Q1	$20.3K	Buy	594 +309	+108%	+$10.6K	0.01%	269
2022 Q4	$9.39K	Buy	+285	New	+$9.23K	0.01%	325
2022 Q1	–	Sell	-594	Closed	-$25K	–	525
2021 Q4	$25K	Buy	+594	New	+$25.4K	0.02%	255

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cassady Schiller Wealth Management's SPEM Position: Q3 2023 in Review

Cassady Schiller Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 319 shares — an estimated $11K sold.

Cassady Schiller Wealth Management first reported a position in SPEM in Q4 2021 and held it in 4 quarters. The position peaked at $25K in Q4 2021. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

Cassady Schiller Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Cassady Schiller Wealth Management sold 319 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $11K.
Cassady Schiller Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
Cassady Schiller Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $25K in Q4 2021.
626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.