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

Catalyst 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
Q1 		– Sell
-6,091
Closed -$201K – 128
2022
Q4 		$201K Buy
+6,091
New +$197K 0.19% 124

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 $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Catalyst Wealth Management's SPEM Position: Q1 2023 in Review

Catalyst Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2023, closing a stake of 6,091 shares — an estimated $201K sold.

Catalyst Wealth Management first reported a position in SPEM in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

  • Catalyst Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Catalyst Wealth Management sold 6,091 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $201K.
  • Catalyst Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
  • Catalyst Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $201K in Q4 2022.
  • 619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.