Lee Financial’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lee Financial’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 Q2	–	Sell	-1	Closed	-$19	–	828
2023 Q1	$19	Sell	1 -177	-99%	-$6.09K	﹤0.01%	786
2022 Q4	$5.85K	Buy	178 +4	+2%	+$130	﹤0.01%	530
2022 Q3	$5K	Hold	174	–	–	﹤0.01%	549
2022 Q2	$6K	Buy	174 +2	+1%	+$72	﹤0.01%	539
2022 Q1	$7K	Hold	172	–	–	﹤0.01%	489
2021 Q4	$7K	Buy	172 +4	+2%	+$171	﹤0.01%	559
2021 Q3	$7K	Hold	168	–	–	﹤0.01%	465
2021 Q2	$8K	Buy	+168	New	+$7.52K	﹤0.01%	434

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Lee Financial's SPEM Position: Q2 2023 in Review

Lee Financial sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2023, closing a stake of 1 share — an estimated $19 sold.

Lee Financial first reported a position in SPEM in Q2 2021 and held it in 8 quarters. The position peaked at $8K in Q2 2021. 630 funds tracked by Wall St. Rank hold SPEM as of Q2 2023.

Lee Financial reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 1 State Street SPDR Portfolio Emerging Markets ETF share in Q2 2023, an estimated $19.
Lee Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and held it in 8 quarters.
Lee Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $8K in Q2 2021.
630 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.