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Fortitude Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Fortitude Advisory Group’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
-1,863
Closed -$72K – 1117
2022
Q1 		$72K Hold
1,863
– – 0.04% 426
2021
Q4 		$77K Buy
+1,863
New +$79.7K 0.04% 421

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

Fortitude Advisory Group's SPEM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 1,863 shares — an estimated $72K sold.

Fortitude Advisory Group first reported a position in SPEM in Q4 2021 and held it in 2 quarters. The position peaked at $77K in Q4 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,863 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $72K.
  • Fortitude Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $77K in Q4 2021.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.