Hudson Valley Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Hudson Valley Investment 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 Q2	–	Sell	-5,906	Closed	-$202K	–	208
2023 Q1	$202K	Sell	5,906 -1,076	-15%	-$37K	0.03%	197
2022 Q4	$230K	Sell	6,982 -519	-7%	-$16.8K	0.03%	199
2022 Q3	$233K	Sell	7,501 -1,960	-21%	-$66.7K	0.04%	192
2022 Q2	$329K	Sell	9,461 -417	-4%	-$15.1K	0.05%	167
2022 Q1	$382K	Buy	9,878 +3	+0%	+$121	0.05%	165
2021 Q4	$410K	Sell	9,875 -64	-0.6%	-$2.74K	0.06%	140
2021 Q3	$423K	Buy	9,939 +1,054	+12%	+$45.8K	0.07%	130
2021 Q2	$404K	Buy	8,885 +181	+2%	+$8.1K	0.07%	129
2021 Q1	$381K	Buy	+8,704	New	+$389K	0.07%	131

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hudson Valley Investment Advisors's SPEM Position: Q2 2023 in Review

Hudson Valley Investment Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2023, closing a stake of 5,906 shares — an estimated $202K sold.

Hudson Valley Investment Advisors first reported a position in SPEM in Q1 2021 and held it in 9 quarters. The position peaked at $423K in Q3 2021. 630 funds tracked by Wall St. Rank hold SPEM as of Q2 2023.

Hudson Valley Investment Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Hudson Valley Investment Advisors sold 5,906 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2023, an estimated $202K.
Hudson Valley Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and held it in 9 quarters.
Hudson Valley Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $423K in Q3 2021.
630 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.