EFS
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Essex Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Essex Financial Services’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
-12,863
Closed -$497K – 523
2022
Q1 		$497K Hold
12,863
– – 0.05% 292
2021
Q4 		$534K Buy
+12,863
New +$550K 0.05% 272

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Essex Financial Services's SPEM Position: Q2 2022 in Review

Essex Financial Services sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 12,863 shares — an estimated $497K sold.

Essex Financial Services first reported a position in SPEM in Q4 2021 and held it in 2 quarters. The position peaked at $534K in Q4 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

  • Essex Financial Services reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Essex Financial Services sold 12,863 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $497K.
  • Essex Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
  • Essex Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $534K in Q4 2021.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Essex Financial Services's 13F filing for Q2 2022, filed 1 Aug 2022.