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H&H Retirement Design & Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

H&H Retirement Design & Management’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 		– Sell
-14,394
Closed -$512K – 88
2022
Q4 		$512K Buy
14,394
+1,259
+10% +$40.8K 0.43% 41
2022
Q3 		$399K Buy
13,135
+131
+1% +$4.46K 0.38% 46
2022
Q2 		$446K Buy
+13,004
New +$470K 0.33% 49

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

H&H Retirement Design & Management's SPEM Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2023, closing a stake of 14,394 shares — an estimated $512K sold.

H&H Retirement Design & Management first reported a position in SPEM in Q2 2022 and held it in 3 quarters. The position peaked at $512K in Q4 2022. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 14,394 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $512K.
  • H&H Retirement Design & Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and held it in 3 quarters.
  • H&H Retirement Design & Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $512K in Q4 2022.
  • 619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.