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JT Stratford LLC’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

JT Stratford LLC’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
Q3 		– Sell
-60,522
Closed -$2.1M – 218
2022
Q2 		$2.1M Buy
60,522
+7,450
+14% +$269K 0.67% 38
2022
Q1 		$2.05M Sell
53,072
-21,663
-29% -$873K 0.6% 47
2021
Q4 		$3.1M Sell
74,735
-2,207
-3% -$94.4K 0.85% 31
2021
Q3 		$3.27M Buy
76,942
+2,970
+4% +$129K 1% 23
2021
Q2 		$3.37M Buy
73,972
+3,663
+5% +$164K 1.08% 19
2021
Q1 		$3.08M Buy
70,309
+44,038
+168% +$1.97M 1.08% 21
2020
Q4 		$1.11M Sell
26,271
-419
-2% -$16.6K 0.42% 62
2020
Q3 		$976K Buy
26,690
+7,890
+42% +$288K 0.42% 60
2020
Q2 		$629K Sell
18,800
-5,818
-24% -$182K 0.32% 80
2020
Q1 		$701K Buy
24,618
+1,481
+6% +$50.9K 0.43% 61
2019
Q4 		$870K Buy
23,137
+8,651
+60% +$312K 0.4% 69
2019
Q3 		$497K Sell
14,486
-16,848
-54% -$585K 0.28% 91
2019
Q2 		$1.12M Buy
+31,334
New +$1.11M 0.62% 48
2018
Q4 		– Sell
-36,888
Closed -$1.28M – 116
2018
Q3 		$1.28M Buy
36,888
+552
+2% +$19.4K 0.74% 44
2018
Q2 		$1.28M Buy
36,336
+248
+0.7% +$9.33K 0.79% 43
2018
Q1 		$1.42M Buy
+36,088
New +$1.45M 0.89% 40

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

JT Stratford LLC's SPEM Position: Q3 2022 in Review

JT Stratford LLC sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2022, closing a stake of 60,522 shares — an estimated $2.1M sold.

JT Stratford LLC first reported a position in SPEM in Q1 2018 and held it in 16 quarters. The position peaked at $3.37M in Q2 2021. 565 funds tracked by Wall St. Rank hold SPEM as of Q3 2022.

  • JT Stratford LLC reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • JT Stratford LLC sold 60,522 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2022, an estimated $2.1M.
  • JT Stratford LLC first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 16 quarters.
  • JT Stratford LLC's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.37M in Q2 2021.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2022.

Based on JT Stratford LLC's 13F filing for Q3 2022, filed 14 Nov 2022.