Goodwin Investment Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Goodwin Investment Advisory’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
2024 Q2	–	Sell	-1,710	Closed	-$61.9K	–	48
2024 Q1	$61.9K	Buy	+1,710	New	+$60.2K	0.03%	46
2023 Q1	–	Sell	-2,395	Closed	-$78.9K	–	195
2022 Q4	$78.9K	Hold	2,395	–	–	0.06%	67
2022 Q3	$74K	Hold	2,395	–	–	0.06%	71
2022 Q2	$83.3K	Sell	2,395 -183	-7%	-$6.61K	0.06%	51
2022 Q1	$100K	Hold	2,578	–	–	0.07%	55
2021 Q4	$107K	Hold	2,578	–	–	0.08%	48
2021 Q3	$110K	Hold	2,578	–	–	0.11%	43
2021 Q2	$117K	Hold	2,578	–	–	0.13%	34
2021 Q1	$113K	Hold	2,578	–	–	0.13%	32
2020 Q4	$109K	Buy	+2,578	New	+$102K	0.13%	32

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goodwin Investment Advisory's SPEM Position: Q2 2024 in Review

Goodwin Investment Advisory sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 1,710 shares — an estimated $61.9K sold.

Goodwin Investment Advisory first reported a position in SPEM in Q4 2020 and held it in 10 quarters. The position peaked at $117K in Q2 2021. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

Goodwin Investment Advisory reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 1,710 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $61.9K.
Goodwin Investment Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 10 quarters.
Goodwin Investment Advisory's State Street SPDR Portfolio Emerging Markets ETF position peaked at $117K in Q2 2021.
731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Goodwin Investment Advisory's 13F filing for Q2 2024, filed 1 Aug 2024.