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Lugano Financial Advisors SA (LFA)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		– Sell
-2,418
Closed -$75K – 125
2022
Q3 		$75K Hold
2,418
– – 0.06% 74
2022
Q2 		$84K Hold
2,418
– – 0.06% 75
2022
Q1 		$93K Hold
2,418
– – 0.06% 74
2021
Q4 		$100K Hold
2,418
– – 0.06% 70
2021
Q3 		$103K Sell
2,418
-654
-21% -$28.4K 0.07% 65
2021
Q2 		$140K Sell
3,072
-1,088
-26% -$48.7K 0.09% 65
2021
Q1 		$182K Sell
4,160
-6,350
-60% -$284K 0.13% 63
2020
Q4 		$443K Buy
+10,510
New +$417K 0.34% 40

Other funds holding SPEM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Lugano Financial Advisors SA (LFA)'s SPEM Position: Q4 2022 in Review

Lugano Financial Advisors SA (LFA) sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 2,418 shares — an estimated $75K sold.

Lugano Financial Advisors SA (LFA) first reported a position in SPEM in Q4 2020 and held it in 8 quarters. The position peaked at $443K in Q4 2020. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • Lugano Financial Advisors SA (LFA) reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 2,418 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $75K.
  • Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
  • Lugano Financial Advisors SA (LFA)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $443K in Q4 2020.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2022, filed 8 Feb 2023.