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Heritage Financial Services’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Heritage Financial Services’s Portfolio QEMM Stock Details QEMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-17
Closed – – 367
2022
Q2 		$0 Buy
+17
New +$1.01K ﹤0.01% 532

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OMC
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OWA
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Wealth Enhancement Advisory Services
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Comerica Bank
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Bank of America
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Heritage Financial Services's QEMM Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q3 2022, closing a stake of 17 shares.

Heritage Financial Services first reported a position in QEMM in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 36 funds tracked by Wall St. Rank hold QEMM as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 17 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q3 2022.
  • Heritage Financial Services first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $0 in Q2 2022.
  • 36 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.