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

JD Financial Services’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 		$249K Sell
6,007
-9,746
-62% -$417K 0.21% 32
2021
Q3 		$670K Sell
15,753
-15,334
-49% -$666K 0.61% 19
2021
Q2 		$1.41M Sell
31,087
-67,091
-68% -$3M 1.31% 17
2021
Q1 		$4.3M Sell
98,178
-1,247
-1% -$55.7K 5.45% 5
2020
Q4 		$4.19M Buy
+99,425
New +$3.95M 4.57% 7

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JD Financial Services's SPEM Position: Q4 2021 in Review

JD Financial Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 62% in Q4 2021, selling an estimated $417K and leaving 6,007 shares worth $249K. The position accounts for 0.21% of the portfolio, ranked #32.

JD Financial Services first reported a position in SPEM in Q4 2020 and has held it in 5 quarters since. The position peaked at $4.3M in Q1 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

  • JD Financial Services held 6,007 shares of State Street SPDR Portfolio Emerging Markets ETF worth $249K as of Q4 2021.
  • JD Financial Services sold 9,746 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $417K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.21% of JD Financial Services's portfolio in Q4 2021, its #32 holding.
  • JD Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 5 quarters since.
  • JD Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.3M in Q1 2021.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.