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McDonald Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

McDonald Partners’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
Q3 		– Sell
-6,983
Closed -$243K – 270
2022
Q2 		$243K Sell
6,983
-917
-12% -$33.1K 0.06% 257
2022
Q1 		$305K Buy
7,900
+6,286
+389% +$253K 0.07% 252
2021
Q4 		$67K Sell
1,614
-7,525
-82% -$322K 0.06% 103
2021
Q3 		$389K Sell
9,139
-723
-7% -$31.4K 0.09% 219
2021
Q2 		$449K Buy
9,862
+1,199
+14% +$53.7K 0.11% 202
2021
Q1 		$379K Hold
8,663
– – 0.1% 205
2020
Q4 		$365K Buy
+8,663
New +$344K 0.1% 199

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

McDonald Partners's SPEM Position: Q3 2022 in Review

McDonald Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2022, closing a stake of 6,983 shares — an estimated $243K sold.

McDonald Partners first reported a position in SPEM in Q4 2020 and held it in 7 quarters. The position peaked at $449K in Q2 2021. 566 funds tracked by Wall St. Rank hold SPEM as of Q3 2022.

  • McDonald Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • McDonald Partners sold 6,983 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2022, an estimated $243K.
  • McDonald Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 7 quarters.
  • McDonald Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $449K in Q2 2021.
  • 566 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.