LWM
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Liberty Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-440
Closed -$19K – 964
2021
Q3 		$19K Hold
440
– – 0.01% 663
2021
Q2 		$20K Buy
+440
New +$19.7K 0.01% 511
2020
Q2 		– Sell
-1,466
Closed -$47K – 973
2020
Q1 		$47K Hold
1,466
– – 0.04% 216
2019
Q4 		$55K Buy
1,466
+1,428
+3,758% +$51.5K 0.04% 229
2019
Q3 		$1K Sell
38
-66
-63% -$2.29K ﹤0.01% 827
2019
Q2 		$4K Hold
104
– – ﹤0.01% 701
2019
Q1 		$3K Hold
104
– – ﹤0.01% 603
2018
Q4 		$3K Buy
+104
New +$3.43K ﹤0.01% 644

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return