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Cooper Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cooper Financial Group’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
2022
Q2 		– Sell
-12,157
Closed -$470K – 284
2022
Q1 		$470K Buy
12,157
+1,304
+12% +$52.5K 0.18% 116
2021
Q4 		$450K Buy
10,853
+1,973
+22% +$84.4K 0.17% 129
2021
Q3 		$378K Buy
8,880
+1,090
+14% +$47.3K 0.08% 158
2021
Q2 		$354K Buy
7,790
+888
+13% +$39.8K 0.07% 164
2021
Q1 		$302K Sell
6,902
-483
-7% -$21.6K 0.07% 181
2020
Q4 		$311K Sell
7,385
-98
-1% -$3.89K 0.06% 213
2020
Q3 		$274K Sell
7,483
-71
-0.9% -$2.59K 0.08% 164
2020
Q2 		$253K Sell
7,554
-1,736
-19% -$54.3K 0.08% 158
2020
Q1 		$264K Sell
9,290
-201,994
-96% -$6.94M 0.11% 115
2019
Q4 		$7.94M Buy
211,284
+76,596
+57% +$2.76M 3.18% 6
2019
Q3 		$4.62M Buy
134,688
+8,319
+7% +$289K 2.08% 10
2019
Q2 		$4.52M Buy
126,369
+99,506
+370% +$3.53M 2.19% 12
2019
Q1 		$961K Buy
26,863
+2,910
+12% +$101K 0.53% 26
2018
Q4 		$775K Buy
+23,953
New +$790K 0.53% 28

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Cooper Financial Group's SPEM Position: Q2 2022 in Review

Cooper Financial Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 12,157 shares — an estimated $470K sold.

Cooper Financial Group first reported a position in SPEM in Q4 2018 and held it in 14 quarters. The position peaked at $7.94M in Q4 2019. 579 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

  • Cooper Financial Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Cooper Financial Group sold 12,157 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $470K.
  • Cooper Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 14 quarters.
  • Cooper Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.94M in Q4 2019.
  • 579 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Cooper Financial Group's 13F filing for Q2 2022, filed 11 Jul 2022.