McKinley Carter Wealth Services’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
73,350
+5,380
| +8% | +$230K | 0.17% | 89 |
|
|
2025
Q1 | $2.68M | Sell |
67,970
-13,397
| -16% | -$527K | 0.16% | 92 |
|
|
2024
Q4 | $3.12M | Sell |
81,367
-751
| -0.9% | -$28.8K | 0.19% | 86 |
|
|
2024
Q3 | $3.39M | Sell |
82,118
-941
| -1% | -$38.8K | 0.2% | 86 |
|
|
2024
Q2 | $3.13M | Sell |
83,059
-3,893
| -4% | -$147K | 0.2% | 86 |
|
|
2024
Q1 | $3.15M | Sell |
86,952
-2,842
| -3% | -$103K | 0.21% | 89 |
|
|
2023
Q4 | $3.18M | Buy |
89,794
+7,219
| +9% | +$256K | 0.23% | 82 |
|
|
2023
Q3 | $2.77M | Sell |
82,575
-3,428
| -4% | -$115K | 0.22% | 83 |
|
|
2023
Q2 | $2.96M | Sell |
86,003
-3,945
| -4% | -$136K | 0.22% | 82 |
|
|
2023
Q1 | $3.07M | Sell |
89,948
-37,407
| -29% | -$1.28M | 0.24% | 75 |
|
|
2022
Q4 | $4.2M | Buy |
127,355
+52,055
| +69% | +$1.72M | 0.36% | 63 |
|
|
2022
Q3 | $2.34M | Sell |
75,300
-8,941
| -11% | -$277K | 0.22% | 78 |
|
|
2022
Q2 | $2.93M | Sell |
84,241
-21,440
| -20% | -$745K | 0.26% | 74 |
|
|
2022
Q1 | $4.08M | Sell |
105,681
-52,105
| -33% | -$2.01M | 0.32% | 63 |
|
|
2021
Q4 | $6.55M | Buy |
157,786
+57,687
| +58% | +$2.39M | 0.49% | 47 |
|
|
2021
Q3 | $4.26M | Sell |
100,099
-29,940
| -23% | -$1.27M | 0.35% | 63 |
|
|
2021
Q2 | $5.92M | Buy |
130,039
+7,895
| +6% | +$359K | 0.49% | 44 |
|
|
2021
Q1 | $5.35M | Buy |
+122,144
| New | +$5.35M | 0.46% | 50 |
|