Fiduciary Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Fiduciary Planning’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 Q4	–	Sell	-196,375	Closed	-$6.09M	–	46
2022 Q3	$6.09M	Buy	196,375 +2,514	+1%	+$85.5K	3.13%	9
2022 Q2	$6.74M	Buy	193,861 +68,194	+54%	+$2.46M	3.33%	9
2022 Q1	$4.86M	Buy	125,667 +32,364	+35%	+$1.3M	2.67%	8
2021 Q4	$3.87M	Buy	93,303 +8,695	+10%	+$372K	2.18%	9
2021 Q3	$3.6M	Sell	84,608 -16,593	-16%	-$720K	1.91%	11
2021 Q2	$4.61M	Buy	+101,201	New	+$4.53M	3.98%	6

Other funds holding SPEM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Fiduciary Planning's SPEM Position: Q4 2022 in Review

Fiduciary Planning sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 196,375 shares — an estimated $6.09M sold.

Fiduciary Planning first reported a position in SPEM in Q2 2021 and held it in 6 quarters. The position peaked at $6.74M in Q2 2022. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

Fiduciary Planning reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Fiduciary Planning sold 196,375 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $6.09M.
Fiduciary Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and held it in 6 quarters.
Fiduciary Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.74M in Q2 2022.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Fiduciary Planning's 13F filing for Q4 2022, filed 7 Feb 2023.