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 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's SPEM Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2021, closing a stake of 440 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in SPEM in Q4 2018 and held it in 8 quarters. The position peaked at $55K in Q4 2019. 578 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 440 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $19K.
Liberty Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 8 quarters.
Liberty Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $55K in Q4 2019.
578 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.