Lantz Financial’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
7,639
| – | – | 0.08% | 175 |
|
|
2025
Q1 | $301K | Sell |
7,639
-2
| -0% | -$79 | 0.08% | 175 |
|
|
2024
Q4 | $293K | Sell |
7,641
-156
| -2% | -$5.99K | 0.08% | 180 |
|
|
2024
Q3 | $322K | Sell |
7,797
-510
| -6% | -$21.1K | 0.09% | 174 |
|
|
2024
Q2 | $313K | Sell |
8,307
-145
| -2% | -$5.46K | 0.1% | 164 |
|
|
2024
Q1 | $306K | Sell |
8,452
-326
| -4% | -$11.8K | 0.1% | 164 |
|
|
2023
Q4 | $311K | Sell |
8,778
-478
| -5% | -$16.9K | 0.11% | 152 |
|
|
2023
Q3 | $311K | Hold |
9,256
| – | – | 0.12% | 141 |
|
|
2023
Q2 | $318K | Buy |
+9,256
| New | +$318K | 0.12% | 135 |
|
|
2022
Q3 | – | Sell |
-6,132
| Closed | -$213K | – | 175 |
|
|
2022
Q2 | $213K | Sell |
6,132
-1,267
| -17% | -$44K | 0.1% | 156 |
|
|
2022
Q1 | $286K | Sell |
7,399
-4,432
| -37% | -$171K | 0.12% | 143 |
|
|
2021
Q4 | $491K | Sell |
11,831
-2,875
| -20% | -$119K | 0.23% | 93 |
|
|
2021
Q3 | $625K | Sell |
14,706
-2,892
| -16% | -$123K | 0.32% | 78 |
|
|
2021
Q2 | $801K | Sell |
17,598
-6,501
| -27% | -$296K | 0.41% | 67 |
|
|
2021
Q1 | $1.06M | Buy |
24,099
+7,619
| +46% | +$334K | 0.6% | 50 |
|
|
2020
Q4 | $695K | Buy |
16,480
+1,447
| +10% | +$61K | 0.43% | 61 |
|
|
2020
Q3 | $550K | Buy |
15,033
+482
| +3% | +$17.6K | 0.37% | 67 |
|
|
2020
Q2 | $487K | Sell |
14,551
-1,540
| -10% | -$51.5K | 0.35% | 71 |
|
|
2020
Q1 | $458K | Buy |
16,091
+2,217
| +16% | +$63.1K | 0.36% | 69 |
|
|
2019
Q4 | $522K | Buy |
13,874
+1,626
| +13% | +$61.2K | 0.31% | 75 |
|
|
2019
Q3 | $415K | Buy |
12,248
+4,187
| +52% | +$142K | 0.28% | 83 |
|
|
2019
Q2 | $292K | Buy |
+8,061
| New | +$292K | 0.2% | 100 |
|