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Heartwood Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Heartwood Wealth Advisors’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
-9,424
Closed -$311K – 138
2022
Q4 		$311K Buy
+9,424
New +$305K 0.05% 105

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
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
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 $2.9T AUM 29.55% 1-Year Est. Return

Heartwood Wealth Advisors's SPEM Position: Q1 2023 in Review

Heartwood Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2023, closing a stake of 9,424 shares — an estimated $311K sold.

Heartwood Wealth Advisors first reported a position in SPEM in Q4 2022 and held it in 1 quarter. The position peaked at $311K in Q4 2022. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

  • Heartwood Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 9,424 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $311K.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
  • Heartwood Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $311K in Q4 2022.
  • 619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.