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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.96M	Sell	139,418 -11,348	-8%	-$458K	0.06%	353
2025 Q1	$5.94M	Sell	150,766 -5,253	-3%	-$206K	0.07%	301
2024 Q4	$5.99M	Sell	156,019 -3,928	-2%	-$158K	0.08%	265
2024 Q3	$6.6M	Buy	159,947 +12,070	+8%	+$463K	0.09%	258
2024 Q2	$5.57M	Buy	147,877 +1,491	+1%	+$55.5K	0.09%	239
2024 Q1	$5.3M	Sell	146,386 -1,137	-0.8%	-$40K	0.09%	222
2023 Q4	$5.22M	Buy	147,523 +1,665	+1%	+$56.6K	0.1%	217
2023 Q3	$4.9M	Buy	145,858 +89,254	+158%	+$3.09M	0.1%	214
2023 Q2	$1.95M	Buy	56,604 +1,245	+2%	+$42.6K	0.05%	263
2023 Q1	$1.89M	Buy	55,359 +1,662	+3%	+$57.2K	0.05%	270
2022 Q4	$1.77M	Buy	53,697 +2,116	+4%	+$68.5K	0.05%	276
2022 Q3	$1.6M	Buy	51,581 +6,223	+14%	+$212K	0.04%	293
2022 Q2	$1.58M	Sell	45,358 -2,225	-5%	-$80.3K	0.04%	297
2022 Q1	$1.84M	Sell	47,583 -20,411	-30%	-$822K	0.04%	301
2021 Q4	$2.82M	Buy	+67,994	New	+$2.91M	0.06%	280