MD
SPEM icon

Money Design’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Money Design’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
2021
Q4 		– Sell
-12
Closed -$1K – 80
2021
Q3 		$1K Sell
12
-67
-85% -$2.91K ﹤0.01% 60
2021
Q2 		$4K Buy
79
+10
+14% +$448 ﹤0.01% 64
2021
Q1 		$3K Buy
+69
New +$3.08K ﹤0.01% 65
2020
Q1 		– Sell
-295
Closed -$11K – 64
2019
Q4 		$11K Buy
+295
New +$10.6K ﹤0.01% 55

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design's SPEM Position: Q4 2021 in Review

Money Design sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2021, closing a stake of 12 shares — an estimated $1K sold.

Money Design first reported a position in SPEM in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 580 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

  • Money Design reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Money Design sold 12 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $1K.
  • Money Design first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 4 quarters.
  • Money Design's State Street SPDR Portfolio Emerging Markets ETF position peaked at $11K in Q4 2019.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Money Design's 13F filing for Q4 2021, filed 20 Jan 2022.