CMP
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Coston McIsaac & Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Coston McIsaac & Partners’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
Q3 		– Sell
-511
Closed -$18K – 738
2022
Q2 		$18K Buy
+511
New +$18.5K 0.01% 219

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Coston McIsaac & Partners's SPEM Position: Q3 2022 in Review

Coston McIsaac & Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2022, closing a stake of 511 shares — an estimated $18K sold.

Coston McIsaac & Partners first reported a position in SPEM in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 566 funds tracked by Wall St. Rank hold SPEM as of Q3 2022.

  • Coston McIsaac & Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Coston McIsaac & Partners sold 511 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2022, an estimated $18K.
  • Coston McIsaac & Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and held it in 1 quarter.
  • Coston McIsaac & Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $18K in Q2 2022.
  • 566 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2022.

Based on Coston McIsaac & Partners's 13F filing for Q3 2022, filed 31 Oct 2022.