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

Ironwood Financial’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
2021 Q4	–	Sell	-291	Closed	-$12K	–	470
2021 Q3	$12K	Hold	291	–	–	﹤0.01%	350
2021 Q2	$13K	Hold	291	–	–	﹤0.01%	337
2021 Q1	$13K	Hold	291	–	–	﹤0.01%	314
2020 Q4	$12K	Sell	291 -35	-11%	-$1.39K	﹤0.01%	299
2020 Q3	$12K	Hold	326	–	–	0.01%	254
2020 Q2	$11K	Hold	326	–	–	0.01%	239
2020 Q1	$9K	Sell	326 -300	-48%	-$10.3K	0.01%	225
2019 Q4	$24K	Hold	626	–	–	0.01%	184
2019 Q3	$21K	Hold	626	–	–	0.01%	201
2019 Q2	$22K	Hold	626	–	–	0.01%	194
2019 Q1	$22K	Buy	+626	New	+$21.8K	0.01%	188

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ironwood Financial's SPEM Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2021, closing a stake of 291 shares — an estimated $12K sold.

Ironwood Financial first reported a position in SPEM in Q1 2019 and held it in 11 quarters. The position peaked at $24K in Q4 2019. 578 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 291 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $12K.
Ironwood Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 11 quarters.
Ironwood Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $24K in Q4 2019.
578 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.