Congress Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Sell |
139,418
-11,348
| -8% | -$485K | 0.06% | 353 |
|
|
2025
Q1 | $5.94M | Sell |
150,766
-5,253
| -3% | -$207K | 0.07% | 301 |
|
|
2024
Q4 | $5.99M | Sell |
156,019
-3,928
| -2% | -$151K | 0.08% | 265 |
|
|
2024
Q3 | $6.6M | Buy |
159,947
+12,070
| +8% | +$498K | 0.09% | 258 |
|
|
2024
Q2 | $5.57M | Buy |
147,877
+1,491
| +1% | +$56.2K | 0.09% | 239 |
|
|
2024
Q1 | $5.3M | Sell |
146,386
-1,137
| -0.8% | -$41.1K | 0.09% | 222 |
|
|
2023
Q4 | $5.22M | Buy |
147,523
+1,665
| +1% | +$59K | 0.1% | 217 |
|
|
2023
Q3 | $4.9M | Buy |
145,858
+89,254
| +158% | +$3M | 0.1% | 214 |
|
|
2023
Q2 | $1.95M | Buy |
56,604
+1,245
| +2% | +$42.8K | 0.05% | 263 |
|
|
2023
Q1 | $1.89M | Buy |
55,359
+1,662
| +3% | +$56.7K | 0.05% | 270 |
|
|
2022
Q4 | $1.77M | Buy |
53,697
+2,116
| +4% | +$69.7K | 0.05% | 276 |
|
|
2022
Q3 | $1.6M | Buy |
51,581
+6,223
| +14% | +$193K | 0.04% | 293 |
|
|
2022
Q2 | $1.58M | Sell |
45,358
-2,225
| -5% | -$77.4K | 0.04% | 297 |
|
|
2022
Q1 | $1.84M | Sell |
47,583
-20,411
| -30% | -$789K | 0.04% | 301 |
|
|
2021
Q4 | $2.82M | Buy |
+67,994
| New | +$2.82M | 0.06% | 278 |
|