Harvest Group Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Harvest Group Wealth 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	$8.38M	Buy	245,600 +17,257	+8%	+$593K	5.21%	6
2022 Q4	$7.53M	Sell	228,343 -209	-0.1%	-$6.77K	4.94%	6
2022 Q3	$7.14M	Buy	228,552 +5,594	+3%	+$190K	4.75%	6
2022 Q2	$7.74M	Sell	222,958 -7,690	-3%	-$278K	4.77%	6
2022 Q1	$8.91M	Buy	230,648 +57,049	+33%	+$2.3M	5.07%	5
2021 Q4	$7.2M	Buy	173,599 +10,428	+6%	+$446K	4.04%	11
2021 Q3	$6.94M	Buy	163,171 +4,582	+3%	+$199K	4.08%	12
2021 Q2	$7.22M	Sell	158,589 -6,394	-4%	-$286K	4.3%	10
2021 Q1	$7.4M	Sell	164,983 -5,731	-3%	-$256K	4.64%	9
2020 Q4	$7.2M	Sell	170,714 -21,171	-11%	-$840K	4.3%	10
2020 Q3	$7.01M	Sell	191,885 -41,862	-18%	-$1.53M	4.87%	8
2020 Q2	$7.82M	Sell	233,747 -1,912	-0.8%	-$59.8K	6.54%	5
2020 Q1	$6.71M	Buy	+235,659	New	+$8.1M	6.76%	6

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 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

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