Laurel Wealth Advisors (California)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Laurel Wealth Advisors (California)’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	$413K	Buy	12,537 +785	+7%	+$25.4K	0.04%	402
2022 Q3	$365K	Buy	+11,752	New	+$400K	0.04%	419
2022 Q2	–	Sell	-16,952	Closed	-$655K	–	743
2022 Q1	$655K	Sell	16,952 -7,356	-30%	-$296K	0.05%	343
2021 Q4	$1.01M	Buy	+24,308	New	+$1.04M	0.08%	253
2021 Q3	–	Sell	-220,437	Closed	-$10M	–	502
2021 Q2	$10M	Buy	220,437 +15,003	+7%	+$672K	1.3%	10
2021 Q1	$8.99M	Buy	205,434 +6,515	+3%	+$291K	1.36%	9
2020 Q4	$8.39M	Sell	198,919 -47,790	-19%	-$1.9M	1.23%	13
2020 Q3	$9.02M	Buy	246,709 +106,289	+76%	+$3.88M	1.49%	8
2020 Q2	$4.7M	Buy	140,420 +23,486	+20%	+$735K	0.86%	24
2020 Q1	$3.33M	Sell	116,934 -31,004	-21%	-$1.07M	0.76%	26
2019 Q4	$5.56M	Buy	+147,938	New	+$5.33M	0.93%	16

Other funds holding SPEM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Laurel Wealth Advisors (California)'s SPEM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.7% in Q4 2022, buying an estimated $25.4K and bringing the position to 12,537 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #402.

Laurel Wealth Advisors (California) first reported a position in SPEM in Q4 2019 and has held it in 11 quarters since. The position peaked at $10M in Q2 2021. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

Laurel Wealth Advisors (California) held 12,537 shares of State Street SPDR Portfolio Emerging Markets ETF worth $413K as of Q4 2022.
Laurel Wealth Advisors (California) bought 785 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $25.4K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #402 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 11 quarters since.
Laurel Wealth Advisors (California)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $10M in Q2 2021.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.