JP Morgan Private Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

JP Morgan Private Wealth 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 Q3	$932K	Sell	27,763 -6,457	-19%	-$223K	﹤0.01%	998
2023 Q2	$1.18M	Sell	34,220 -1,779	-5%	-$60.8K	0.01%	718
2023 Q1	$1.23M	Buy	35,999 +1,243	+4%	+$42.7K	﹤0.01%	1074
2022 Q4	$1.15M	Sell	34,756 -8,549	-20%	-$277K	﹤0.01%	1083
2022 Q3	$1.34M	Sell	43,305 -25,156	-37%	-$856K	﹤0.01%	1001
2022 Q2	$2.38M	Buy	68,461 +27,410	+67%	+$990K	0.01%	787
2022 Q1	$1.59M	Buy	41,051 +6,837	+20%	+$275K	﹤0.01%	994
2021 Q4	$1.42M	Buy	34,214 +7,428	+28%	+$318K	﹤0.01%	1072
2021 Q3	$1.14M	Sell	26,786 -1,840	-6%	-$79.9K	﹤0.01%	1158
2021 Q2	$1.3M	Buy	28,626 +11,208	+64%	+$502K	﹤0.01%	1074
2021 Q1	$763K	Buy	17,418 +11,673	+203%	+$522K	﹤0.01%	1158
2020 Q4	$242K	Buy	5,745 +138	+2%	+$5.48K	﹤0.01%	1579
2020 Q3	$205K	Buy	+5,607	New	+$205K	﹤0.01%	1514
2020 Q2	–	Sell	-28,869	Closed	-$822K	–	1593
2020 Q1	$822K	Sell	28,869 -6,623	-19%	-$228K	﹤0.01%	773
2019 Q4	$1.33M	Buy	35,492 +3,471	+11%	+$125K	0.01%	702
2019 Q3	$1.1M	Buy	32,021 +271	+0.9%	+$9.4K	0.01%	721
2019 Q2	$1.14M	Sell	31,750 -110	-0.3%	-$3.9K	0.01%	710
2019 Q1	$1.14M	Sell	31,860 -3,742	-11%	-$130K	0.01%	751
2018 Q4	$1.15M	Sell	35,602 -571	-2%	-$18.8K	0.01%	710
2018 Q3	$1.26M	Sell	36,173 -487	-1%	-$17.2K	0.01%	757
2018 Q2	$1.3M	Sell	36,660 -653	-2%	-$24.6K	0.01%	699
2018 Q1	$1.47M	Buy	37,313 +1,760	+5%	+$70.5K	0.01%	555
2017 Q4	$1.36M	Buy	+35,553	New	+$1.32M	0.01%	584

Other funds holding SPEM

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SPEM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 19% in Q3 2023, selling an estimated $223K and leaving 27,763 shares worth $932K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

JP Morgan Private Wealth Advisors first reported a position in SPEM in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.38M in Q2 2022. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

JP Morgan Private Wealth Advisors held 27,763 shares of State Street SPDR Portfolio Emerging Markets ETF worth $932K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 6,457 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $223K.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #998 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 23 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.38M in Q2 2022.
626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.