Elwood & Goetz Wealth Advisory Group’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 | $2.5M | Buy |
58,447
+733
| +1% | +$31.3K | 0.54% | 25 |
|
|
2025
Q1 | $2.27M | Buy |
57,714
+5,748
| +11% | +$226K | 0.56% | 23 |
|
|
2024
Q4 | $1.99M | Buy |
51,966
+1,333
| +3% | +$51.1K | 0.49% | 23 |
|
|
2024
Q3 | $2.09M | Sell |
50,633
-172
| -0.3% | -$7.1K | 0.52% | 22 |
|
|
2024
Q2 | $1.91M | Sell |
50,805
-8,068
| -14% | -$304K | 0.54% | 21 |
|
|
2024
Q1 | $2.13M | Sell |
58,873
-1,949
| -3% | -$70.5K | 0.52% | 25 |
|
|
2023
Q4 | $2.15M | Sell |
60,822
-2,711
| -4% | -$96K | 0.46% | 29 |
|
|
2023
Q3 | $2.13M | Buy |
63,533
+32,033
| +102% | +$1.08M | 0.49% | 27 |
|
|
2023
Q2 | $1.08M | Sell |
31,500
-340
| -1% | -$11.7K | 0.25% | 35 |
|
|
2023
Q1 | $1.09M | Sell |
31,840
-6,364
| -17% | -$217K | 0.26% | 34 |
|
|
2022
Q4 | $1.26M | Sell |
38,204
-15,457
| -29% | -$509K | 0.38% | 29 |
|
|
2022
Q3 | $1.67M | Buy |
53,661
+11,442
| +27% | +$355K | 0.56% | 28 |
|
|
2022
Q2 | $1.47M | Buy |
+42,219
| New | +$1.47M | 0.49% | 27 |
|