Modera Wealth Management’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 | $2.04M | Buy |
47,822
+4,062
| +9% | +$174K | 0.03% | 257 |
|
|
2025
Q1 | $1.72M | Sell |
43,760
-112
| -0.3% | -$4.41K | 0.02% | 259 |
|
|
2024
Q4 | $1.68M | Buy |
43,872
+37,970
| +643% | +$1.46M | 0.02% | 262 |
|
|
2024
Q3 | $244K | Buy |
+5,902
| New | +$244K | ﹤0.01% | 539 |
|
|
2022
Q4 | – | Sell |
-8,819
| Closed | -$274K | – | 361 |
|
|
2022
Q3 | $274K | Sell |
8,819
-2,708
| -23% | -$84.1K | 0.01% | 259 |
|
|
2022
Q2 | $401K | Sell |
11,527
-2,367
| -17% | -$82.3K | 0.02% | 221 |
|
|
2022
Q1 | $537K | Sell |
13,894
-1,072
| -7% | -$41.4K | 0.02% | 201 |
|
|
2021
Q4 | $621K | Buy |
+14,966
| New | +$621K | 0.02% | 236 |
|