CWM
Collaborative Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
25,610
+3,375
| +15% | +$144K | 0.48% | 45 |
|
|
2025
Q1 | $875K | Sell |
22,235
-3,158
| -12% | -$124K | 0.41% | 50 |
|
|
2024
Q4 | $974K | Sell |
25,393
-2,647
| -9% | -$102K | 0.44% | 49 |
|
|
2024
Q3 | $1.16M | Sell |
28,040
-75,535
| -73% | -$3.12M | 0.52% | 42 |
|
|
2024
Q2 | $3.9M | Buy |
103,575
+9,655
| +10% | +$364K | 1.91% | 15 |
|
|
2024
Q1 | $3.4M | Buy |
93,920
+7,371
| +9% | +$267K | 1.7% | 16 |
|
|
2023
Q4 | $3.06M | Buy |
86,549
+4,825
| +6% | +$171K | 1.66% | 17 |
|
|
2023
Q3 | $2.74M | Buy |
81,724
+6,325
| +8% | +$212K | 1.64% | 16 |
|
|
2023
Q2 | $2.59M | Buy |
75,399
+1,142
| +2% | +$39.3K | 1.54% | 17 |
|
|
2023
Q1 | $2.53M | Buy |
74,257
+21,122
| +40% | +$721K | 1.6% | 16 |
|
|
2022
Q4 | $1.75M | Sell |
53,135
-148
| -0.3% | -$4.88K | 1.15% | 28 |
|
|
2022
Q3 | $1.65M | Sell |
53,283
-806
| -1% | -$25K | 1.17% | 24 |
|
|
2022
Q2 | $1.88M | Buy |
+54,089
| New | +$1.88M | 1.23% | 22 |
|
|
2021
Q4 | $1.82M | Buy |
+43,802
| New | +$1.82M | 1% | 27 |
|
|
2021
Q1 | $1.79M | Buy |
+46,414
| New | +$1.79M | 1.03% | 27 |
|