HWM
SPEM icon

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

Horizon 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
2022
Q1 		– Sell
-17,565
Closed -$729K – 115
2021
Q4 		$729K Buy
+17,565
New +$751K 0.21% 48

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Wealth Management's SPEM Position: Q1 2022 in Review

Horizon Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2022, closing a stake of 17,565 shares — an estimated $729K sold.

Horizon Wealth Management first reported a position in SPEM in Q4 2021 and held it in 1 quarter. The position peaked at $729K in Q4 2021. 597 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

  • Horizon Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Horizon Wealth Management sold 17,565 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2022, an estimated $729K.
  • Horizon Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 1 quarter.
  • Horizon Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $729K in Q4 2021.
  • 597 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on Horizon Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.