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Lenox Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lenox Wealth Advisors’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
Q1 		$52K Sell
1,341
-3,000
-69% -$121K 0.01% 246
2021
Q4 		$180K Buy
4,341
+3,527
+433% +$151K 0.02% 123
2021
Q3 		$35K Buy
814
+275
+51% +$11.9K ﹤0.01% 287
2021
Q2 		$25K Buy
539
+189
+54% +$8.46K ﹤0.01% 324
2021
Q1 		$15K Buy
+350
New +$15.6K ﹤0.01% 356

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's SPEM Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 69% in Q1 2022, selling an estimated $121K and leaving 1,341 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #246.

Lenox Wealth Advisors first reported a position in SPEM in Q1 2021 and has held it in 5 quarters since. The position peaked at $180K in Q4 2021. 597 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

  • Lenox Wealth Advisors held 1,341 shares of State Street SPDR Portfolio Emerging Markets ETF worth $52K as of Q1 2022.
  • Lenox Wealth Advisors sold 3,000 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2022, an estimated $121K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #246 holding.
  • Lenox Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $180K in Q4 2021.
  • 597 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.