Howard Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,883	Closed	-$232K	–	197
2025 Q1	$232K	Hold	5,883	–	–	0.03%	163
2024 Q4	$226K	Hold	5,883	–	–	0.03%	169
2024 Q3	$243K	Hold	5,883	–	–	0.04%	143
2024 Q2	$222K	Hold	5,883	–	–	0.04%	144
2024 Q1	$213K	Sell	5,883 -45	-0.8%	-$1.58K	0.04%	147
2023 Q4	$210K	Sell	5,928 -5,460	-48%	-$186K	0.04%	141
2023 Q3	$382K	Hold	11,388	–	–	0.09%	95
2023 Q2	$392K	Buy	11,388 +66	+0.6%	+$2.26K	0.09%	90
2023 Q1	$386K	Hold	11,322	–	–	0.09%	94
2022 Q4	$373K	Buy	11,322 +115	+1%	+$3.73K	0.1%	90
2022 Q3	$348K	Hold	11,207	–	–	0.11%	82
2022 Q2	$390K	Buy	11,207 +75	+0.7%	+$2.71K	0.13%	72
2022 Q1	$430K	Sell	11,132 -483	-4%	-$19.5K	0.13%	71
2021 Q4	$482K	Sell	11,615 -48	-0.4%	-$2.05K	0.14%	61
2021 Q3	$496K	Hold	11,663	–	–	0.19%	53
2021 Q2	$531K	Sell	11,663 -62	-0.5%	-$2.78K	0.21%	51
2021 Q1	$513K	Hold	11,725	–	–	0.23%	47
2020 Q4	$494K	Buy	11,725 +71	+0.6%	+$2.82K	0.26%	47
2020 Q3	$426K	Sell	11,654 -77	-0.7%	-$2.81K	0.28%	47
2020 Q2	$393K	Buy	11,731 +51	+0.4%	+$1.59K	0.28%	47
2020 Q1	$332K	Buy	11,680 +85	+0.7%	+$2.92K	0.29%	45
2019 Q4	$436K	Sell	11,595 -887	-7%	-$32K	0.27%	57
2019 Q3	$428K	Sell	12,482 -1,940	-13%	-$67.3K	0.28%	53
2019 Q2	$516K	Sell	14,422 -250	-2%	-$8.86K	0.35%	48
2019 Q1	$525K	Hold	14,672	–	–	0.37%	49
2018 Q4	$475K	Buy	+14,672	New	+$484K	0.36%	51