Essex Private Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Essex Private Wealth Management’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 Q1	–	Sell	-9,180	Closed	-$381K	–	63
2021 Q4	$381K	Hold	9,180	–	–	0.32%	47
2021 Q3	$390K	Hold	9,180	–	–	0.35%	50
2021 Q2	$418K	Hold	9,180	–	–	0.38%	45
2021 Q1	$402K	Hold	9,180	–	–	0.38%	46
2020 Q4	$387K	Hold	9,180	–	–	0.38%	49
2020 Q3	$335K	Hold	9,180	–	–	0.35%	47
2020 Q2	$307K	Hold	9,180	–	–	0.36%	46
2020 Q1	$261K	Hold	9,180	–	–	0.34%	46
2019 Q4	$345K	Buy	+9,180	New	+$331K	0.35%	48

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex Private Wealth Management's SPEM Position: Q1 2022 in Review

Essex Private Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2022, closing a stake of 9,180 shares — an estimated $381K sold.

Essex Private Wealth Management first reported a position in SPEM in Q4 2019 and held it in 9 quarters. The position peaked at $418K in Q2 2021. 597 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

Essex Private Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 9,180 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2022, an estimated $381K.
Essex Private Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $418K in Q2 2021.
597 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.