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DCM Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

DCM Advisors’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
2021
Q4 		– Sell
-1,800
Closed -$77K – 309
2021
Q3 		$77K Sell
1,800
-500
-22% -$21.7K 0.03% 259
2021
Q2 		$105K Hold
2,300
– – 0.06% 218
2021
Q1 		$101K Hold
2,300
– – 0.06% 216
2020
Q4 		$97K Buy
+2,300
New +$91.3K 0.06% 209

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM Advisors's SPEM Position: Q4 2021 in Review

DCM Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2021, closing a stake of 1,800 shares — an estimated $77K sold.

DCM Advisors first reported a position in SPEM in Q4 2020 and held it in 4 quarters. The position peaked at $105K in Q2 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

  • DCM Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • DCM Advisors sold 1,800 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $77K.
  • DCM Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 4 quarters.
  • DCM Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $105K in Q2 2021.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.