Lehman & Derafelo Financial Resources’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lehman & Derafelo Financial Resources’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	$320K	Buy	9,698 +2,850	+42%	+$92.3K	0.09%	82
2022 Q3	$213K	Hold	6,848	–	–	0.07%	95
2022 Q2	$238K	Hold	6,848	–	–	0.07%	91
2022 Q1	$265K	Hold	6,848	–	–	0.07%	95
2021 Q4	$284K	Hold	6,848	–	–	0.09%	81
2021 Q3	$291K	Hold	6,848	–	–	0.09%	81
2021 Q2	$312K	Hold	6,848	–	–	0.09%	89
2021 Q1	$300K	Hold	6,848	–	–	0.08%	90
2020 Q4	$289K	Hold	6,848	–	–	0.09%	87
2020 Q3	$250K	Hold	6,848	–	–	0.08%	107
2020 Q2	$229K	Hold	6,848	–	–	0.08%	106
2020 Q1	$195K	Hold	6,848	–	–	0.08%	89
2019 Q4	$257K	Hold	6,848	–	–	0.09%	85
2019 Q3	$235K	Hold	6,848	–	–	0.09%	88
2019 Q2	$247K	Buy	+6,848	New	+$243K	0.1%	85

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

Lehman & Derafelo Financial Resources's SPEM Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 42% in Q4 2022, buying an estimated $92.3K and bringing the position to 9,698 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #82.

Lehman & Derafelo Financial Resources first reported a position in SPEM in Q2 2019 and has held it in 15 quarters since. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

Lehman & Derafelo Financial Resources held 9,698 shares of State Street SPDR Portfolio Emerging Markets ETF worth $320K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 2,850 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $92.3K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #82 holding.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and has held it in 15 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.