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John W. Brooker & Co’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

John W. Brooker & Co’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
Q4 		– Sell
-4,186
Closed -$130K – 167
2022
Q3 		$130K Buy
4,186
+2,128
+103% +$72.4K 0.08% 61
2022
Q2 		$72K Buy
2,058
+1,461
+245% +$52.8K 0.04% 72
2022
Q1 		$23K Buy
597
+270
+83% +$10.9K 0.01% 117
2021
Q4 		$14K Sell
327
-1,073
-77% -$45.9K 0.01% 140
2021
Q3 		$60K Buy
+1,400
New +$60.8K 0.03% 75

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

John W. Brooker & Co's SPEM Position: Q4 2022 in Review

John W. Brooker & Co sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 4,186 shares — an estimated $130K sold.

John W. Brooker & Co first reported a position in SPEM in Q3 2021 and held it in 5 quarters. The position peaked at $130K in Q3 2022. 614 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • John W. Brooker & Co reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 4,186 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $130K.
  • John W. Brooker & Co first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2021 and held it in 5 quarters.
  • John W. Brooker & Co's State Street SPDR Portfolio Emerging Markets ETF position peaked at $130K in Q3 2022.
  • 614 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.