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COWA LLC’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

COWA LLC’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
Q4 		– Sell
-2,535
Closed -$78K – 292
2022
Q3 		$78K Buy
+2,535
New +$86.3K 0.05% 158
2022
Q2 		– Sell
-5,650
Closed -$218K – 135
2022
Q1 		$218K Sell
5,650
-2,997
-35% -$121K 0.11% 117
2021
Q4 		$359K Buy
8,647
+150
+2% +$6.41K 0.18% 87
2021
Q3 		$361K Buy
8,497
+1,030
+14% +$44.7K 0.21% 86
2021
Q2 		$344K Buy
7,467
+1,629
+28% +$72.9K 0.21% 78
2021
Q1 		$256K Buy
5,838
+1,554
+36% +$69.5K 0.15% 102
2020
Q4 		$189K Buy
+4,284
New +$170K 0.14% 109

Other funds holding SPEM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

COWA LLC's SPEM Position: Q4 2022 in Review

COWA LLC sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 2,535 shares — an estimated $78K sold.

COWA LLC first reported a position in SPEM in Q4 2020 and held it in 7 quarters. The position peaked at $361K in Q3 2021. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • COWA LLC reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • COWA LLC sold 2,535 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $78K.
  • COWA LLC first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 7 quarters.
  • COWA LLC's State Street SPDR Portfolio Emerging Markets ETF position peaked at $361K in Q3 2021.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.