CFFP
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Center for Financial Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-97
Closed -$3K – 650
2022
Q3 		$3K Buy
+97
New +$3.3K ﹤0.01% 494

Other funds holding SPEM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Center for Financial Planning's SPEM Position: Q4 2022 in Review

Center for Financial Planning sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 97 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in SPEM in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • Center for Financial Planning reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 97 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3K in Q3 2022.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.