Legacy Private Trust’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Legacy Private Trust’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 Q2	–	Sell	-7,953	Closed	-$307K	–	241
2022 Q1	$307K	Sell	7,953 -48,701	-86%	-$1.96M	0.02%	216
2021 Q4	$2.35M	Sell	56,654 -5,038	-8%	-$215K	0.18%	103
2021 Q3	$2.62M	Sell	61,692 -1,093	-2%	-$47.4K	0.21%	90
2021 Q2	$2.86M	Sell	62,785 -578	-0.9%	-$25.9K	0.24%	87
2021 Q1	$2.77M	Sell	63,363 -3,320	-5%	-$148K	0.25%	89
2020 Q4	$2.81M	Buy	66,683 +33,493	+101%	+$1.33M	0.27%	83
2020 Q3	$1.21M	Buy	33,190 +16,612	+100%	+$606K	0.13%	114
2020 Q2	$555K	Buy	+16,578	New	+$519K	0.06%	150

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Legacy Private Trust's SPEM Position: Q2 2022 in Review

Legacy Private Trust sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 7,953 shares — an estimated $307K sold.

Legacy Private Trust first reported a position in SPEM in Q2 2020 and held it in 8 quarters. The position peaked at $2.86M in Q2 2021. 579 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

Legacy Private Trust reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Legacy Private Trust sold 7,953 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $307K.
Legacy Private Trust first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and held it in 8 quarters.
Legacy Private Trust's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.86M in Q2 2021.
579 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Legacy Private Trust's 13F filing for Q2 2022, filed 7 Jul 2022.