NEIRG Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

NEIRG Wealth Management’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
2023 Q3	–	Sell	-7,802	Closed	-$268K	–	107
2023 Q2	$268K	Hold	7,802	–	–	0.05%	120
2023 Q1	$266K	Hold	7,802	–	–	0.05%	127
2022 Q4	$257K	Hold	7,802	–	–	0.05%	130
2022 Q3	$242K	Sell	7,802 -2,666	-25%	-$90.7K	0.05%	131
2022 Q2	$364K	Hold	10,468	–	–	0.08%	112
2022 Q1	$404K	Hold	10,468	–	–	0.08%	108
2021 Q4	$434K	Buy	+10,468	New	+$448K	0.08%	96

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NEIRG Wealth Management's SPEM Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 7,802 shares — an estimated $268K sold.

NEIRG Wealth Management first reported a position in SPEM in Q4 2021 and held it in 7 quarters. The position peaked at $434K in Q4 2021. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

NEIRG Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 7,802 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $268K.
NEIRG Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $434K in Q4 2021.
626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.