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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $3.37T AUM 44.26% 1-Year Est. Return

Harvest Group Wealth Management's SPEM Position: Q1 2023 in Review

Harvest Group Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7.6% in Q1 2023, buying an estimated $593K and bringing the position to 245,600 shares worth $8.38M. The position accounts for 5.21% of the portfolio, ranked #6.

Harvest Group Wealth Management first reported a position in SPEM in Q1 2020 and has held it in 13 quarters since. The position peaked at $8.91M in Q1 2022. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

Harvest Group Wealth Management held 245,600 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.38M as of Q1 2023.
Harvest Group Wealth Management bought 17,257 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $593K.
State Street SPDR Portfolio Emerging Markets ETF made up 5.21% of Harvest Group Wealth Management's portfolio in Q1 2023, its #6 holding.
Harvest Group Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 13 quarters since.
Harvest Group Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $8.91M in Q1 2022.
619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.