Fullen Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Fullen Financial 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
2023 Q1	$1.11M	Hold	32,600	–	–	0.6%	27
2022 Q4	$1.16M	Buy	32,600 +77	+0.2%	+$2.49K	0.66%	26
2022 Q3	$984K	Buy	32,523 +440	+1%	+$15K	0.63%	27
2022 Q2	$1.12M	Buy	32,083 +710	+2%	+$25.6K	0.72%	26
2022 Q1	$1.21M	Buy	31,373 +8	+0%	+$322	0.71%	26
2021 Q4	$1.3M	Buy	31,365 +532	+2%	+$22.7K	0.73%	26
2021 Q3	$1.28M	Buy	30,833 +629	+2%	+$27.3K	0.73%	25
2021 Q2	$1.37M	Sell	30,204 -75	-0.2%	-$3.36K	0.81%	25
2021 Q1	$1.33M	Sell	30,279 -437	-1%	-$19.5K	0.85%	25
2020 Q4	$1.29M	Sell	30,716 -319	-1%	-$12.7K	0.88%	25
2020 Q3	$1.14M	Buy	31,035 +1,074	+4%	+$39.2K	0.86%	26
2020 Q2	$1M	Buy	+29,961	New	+$937K	0.83%	27

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

Fullen Financial Group's SPEM Position: Q1 2023 in Review

Fullen Financial Group held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2023 at 32,600 shares worth $1.11M. The position accounts for 0.6% of the portfolio, ranked #27.

Fullen Financial Group first reported a position in SPEM in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.37M in Q2 2021. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

Fullen Financial Group held 32,600 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.11M as of Q1 2023.
Fullen Financial Group left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2023.
State Street SPDR Portfolio Emerging Markets ETF made up 0.6% of Fullen Financial Group's portfolio in Q1 2023, its #27 holding.
Fullen Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.37M in Q2 2021.
619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.