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Fusion Family Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Fusion Family Wealth’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
-8,814
Closed -$375K – 42
2022
Q3 		$375K Sell
8,814
-21
-0.2% -$715 0.06% 25
2022
Q2 		$307K Hold
8,835
– – 0.04% 29
2022
Q1 		$341K Buy
8,835
+434
+5% +$17.5K 0.05% 28
2021
Q4 		$349K Sell
8,401
-413
-5% -$17.7K 0.05% 26
2021
Q3 		$375K Buy
8,814
+275
+3% +$11.9K 0.06% 25
2021
Q2 		$389K Buy
8,539
+8,003
+1,493% +$358K 0.06% 24
2021
Q1 		$23K Hold
536
– – ﹤0.01% 71
2020
Q4 		$23K Hold
536
– – ﹤0.01% 66
2020
Q3 		$20K Buy
536
+85
+19% +$3.1K ﹤0.01% 70
2020
Q2 		$15K Buy
451
+88
+24% +$2.75K ﹤0.01% 74
2020
Q1 		$10K Buy
363
+36
+11% +$1.24K ﹤0.01% 86
2019
Q4 		$12K Hold
327
– – ﹤0.01% 92
2019
Q3 		$11K Buy
327
+106
+48% +$3.68K ﹤0.01% 103
2019
Q2 		$8K Buy
221
+24
+12% +$850 ﹤0.01% 126
2019
Q1 		$7K Sell
197
-13,790
-99% -$480K ﹤0.01% 121
2018
Q4 		$453K Buy
13,987
+13,865
+11,365% +$457K 0.13% 40
2018
Q3 		$4K Sell
122
-3
-2% -$106 ﹤0.01% 226
2018
Q2 		$4K Buy
+125
New +$4.7K ﹤0.01% 249

Other funds holding SPEM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Fusion Family Wealth's SPEM Position: Q4 2022 in Review

Fusion Family Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 8,814 shares — an estimated $375K sold.

Fusion Family Wealth first reported a position in SPEM in Q2 2018 and held it in 18 quarters. The position peaked at $453K in Q4 2018. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • Fusion Family Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Fusion Family Wealth sold 8,814 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $375K.
  • Fusion Family Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and held it in 18 quarters.
  • Fusion Family Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $453K in Q4 2018.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Fusion Family Wealth's 13F filing for Q4 2022, filed 24 Jan 2023.