Clear Perspective Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$292K	Hold	7,040	–	–	0.09%	142
2021 Q3	$299K	Buy	7,040 +106	+2%	+$4.6K	0.1%	127
2021 Q2	$315K	Buy	6,934 +853	+14%	+$38.2K	0.11%	125
2021 Q1	$266K	Buy	+6,081	New	+$272K	0.1%	130
2019 Q4	–	Sell	-2,342	Closed	-$84K	–	144
2019 Q3	$84K	Hold	2,342	–	–	0.04%	132
2019 Q2	$84K	Buy	+2,342	New	+$83K	0.05%	142
2018 Q3	–	Sell	-1,541	Closed	-$54K	–	390
2018 Q2	$54K	Buy	1,541 +1,356	+733%	+$51K	0.04%	243
2018 Q1	$7K	Buy	+185	New	+$7.41K	0.01%	386

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspective Advisors's SPEM Position: Q4 2021 in Review

Clear Perspective Advisors held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q4 2021 at 7,040 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #142.

Clear Perspective Advisors first reported a position in SPEM in Q1 2018 and has held it in 8 quarters since. The position peaked at $315K in Q2 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

Clear Perspective Advisors held 7,040 shares of State Street SPDR Portfolio Emerging Markets ETF worth $292K as of Q4 2021.
Clear Perspective Advisors left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q4 2021.
State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #142 holding.
Clear Perspective Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 8 quarters since.
Clear Perspective Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $315K in Q2 2021.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.