Marshall Financial Group (Maryland)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Marshall Financial Group (Maryland)’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	-20,646	Closed	-$641K	–	196
2022 Q3	$641K	Buy	20,646 +2	+0%	+$68	0.27%	119
2022 Q2	$718K	Buy	20,644 +2,000	+11%	+$72.2K	0.29%	118
2022 Q1	$720K	Buy	18,644 +338	+2%	+$13.6K	0.29%	129
2021 Q4	$760K	Buy	18,306 +694	+4%	+$29.7K	0.28%	131
2021 Q3	$749K	Buy	17,612 +703	+4%	+$30.5K	0.39%	93
2021 Q2	$769K	Buy	16,909 +1,056	+7%	+$47.3K	0.42%	76
2021 Q1	$694K	Buy	15,853 +214	+1%	+$9.56K	0.41%	82
2020 Q4	$659K	Buy	+15,639	New	+$621K	0.43%	78

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

Marshall Financial Group (Maryland)'s SPEM Position: Q4 2022 in Review

Marshall Financial Group (Maryland) sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 20,646 shares — an estimated $641K sold.

Marshall Financial Group (Maryland) first reported a position in SPEM in Q4 2020 and held it in 8 quarters. The position peaked at $769K in Q2 2021. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

Marshall Financial Group (Maryland) reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 20,646 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $641K.
Marshall Financial Group (Maryland) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
Marshall Financial Group (Maryland)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $769K in Q2 2021.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2022, filed 1 Feb 2023.