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

Faithward 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
2023 Q1	–	Sell	-5,206	Closed	-$172K	–	336
2022 Q4	$172K	Sell	5,206 -5	-0.1%	-$162	0.04%	148
2022 Q3	$162K	Buy	5,211 +216	+4%	+$7.35K	0.04%	138
2022 Q2	$173K	Buy	4,995 +142	+3%	+$5.13K	0.04%	150
2022 Q1	$188K	Buy	4,853 +625	+15%	+$25.2K	0.04%	157
2021 Q4	$175K	Sell	4,228 -47	-1%	-$2.01K	0.03%	166
2021 Q3	$182K	Sell	4,275 -11	-0.3%	-$478	0.04%	178
2021 Q2	$195K	Buy	4,286 +7	+0.2%	+$313	0.04%	166
2021 Q1	$187K	Sell	4,279 -428	-9%	-$19.1K	0.04%	160
2020 Q4	$198K	Sell	4,707 -6	-0.1%	-$238	0.09%	75
2020 Q3	$172K	Sell	4,713 -126	-3%	-$4.6K	0.04%	138
2020 Q2	$162K	Buy	4,839 +120	+3%	+$3.75K	0.04%	133
2020 Q1	$134K	Buy	4,719 +3,819	+424%	+$131K	0.04%	159
2019 Q4	$34K	Buy	+900	New	+$32.4K	0.01%	197

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Faithward Advisors's SPEM Position: Q1 2023 in Review

Faithward Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2023, closing a stake of 5,206 shares — an estimated $172K sold.

Faithward Advisors first reported a position in SPEM in Q4 2019 and held it in 13 quarters. The position peaked at $198K in Q4 2020. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

Faithward Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Faithward Advisors sold 5,206 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $172K.
Faithward Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 13 quarters.
Faithward Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $198K in Q4 2020.
619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on Faithward Advisors's 13F filing for Q1 2023, filed 15 May 2023.