Convergence Financial’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
$500K Sell
11,694
-462
-4% -$19.7K 0.09% 112
2025
Q1
$479K Sell
12,156
-1,455
-11% -$57.3K 0.09% 98
2024
Q4
$522K Sell
13,611
-860
-6% -$33K 0.1% 90
2024
Q3
$597K Sell
14,471
-146
-1% -$6.03K 0.13% 83
2024
Q2
$551K Buy
14,617
+4,726
+48% +$178K 0.15% 83
2024
Q1
$358K Sell
9,891
-9,747
-50% -$353K 0.15% 39
2023
Q4
$695K Buy
19,638
+12,825
+188% +$454K 0.31% 21
2023
Q3
$229K Sell
6,813
-8,429
-55% -$283K 0.14% 31
2023
Q2
$524K Buy
15,242
+5,391
+55% +$185K 0.32% 20
2023
Q1
$336K Sell
9,851
-55,472
-85% -$1.89M 0.25% 21
2022
Q4
$2.15M Buy
+65,323
New +$2.15M 1.91% 12