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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return