HWMA
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Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$16.7M Sell
442,544
-45,130
-9% -$1.68M 9.25% 1
2024
Q1 		$17.6M Buy
487,674
+12,044
+3% +$424K 8.99% 1
2023
Q4 		$16.8M Buy
+475,630
New +$16.2M 9.13% 1
2022
Q4 		$46.6M Buy
1,412,802
+822,910
+140% +$26.7M 6.65% 2
2022
Q3 		$18.3M Sell
589,892
-11,030
-2% -$375K 5.88% 2
2022
Q2 		$20.9M Buy
600,922
+7,305
+1% +$264K 6.95% 2
2022
Q1 		$22.9M Buy
+593,617
New +$23.9M 6.2% 2
2021
Q3 		$15.6M Buy
366,772
+77,749
+27% +$3.38M 5.55% 2
2021
Q2 		$13.2M Buy
+289,023
New +$12.9M 4.99% 2

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HI
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