Laidlaw Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Laidlaw Wealth Management’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	-26,319	Closed	-$915K	–	366
2022 Q2	$915K	Sell	26,319 -2,507	-9%	-$90.5K	0.19%	132
2022 Q1	$1.11M	Buy	28,826 +14,380	+100%	+$579K	0.19%	133
2021 Q4	$599K	Buy	14,446 +1,349	+10%	+$57.7K	0.1%	198
2021 Q3	$557K	Buy	13,097 +5,381	+70%	+$234K	0.14%	142
2021 Q2	$351K	Buy	+7,716	New	+$345K	0.09%	184

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return

Laidlaw Wealth Management's SPEM Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2022, closing a stake of 26,319 shares — an estimated $915K sold.

Laidlaw Wealth Management first reported a position in SPEM in Q2 2021 and held it in 5 quarters. The position peaked at $1.11M in Q1 2022. 566 funds tracked by Wall St. Rank hold SPEM as of Q3 2022.

Laidlaw Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 26,319 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2022, an estimated $915K.
Laidlaw Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and held it in 5 quarters.
Laidlaw Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.11M in Q1 2022.
566 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.