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New England Guild Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

New England Guild Wealth Advisors’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
2022
Q4 		$343K Buy
10,408
+443
+4% +$14.4K 0.18% 51
2022
Q3 		$309K Sell
9,965
-44
-0.4% -$1.5K 0.19% 50
2022
Q2 		$348K Buy
10,009
+4,788
+92% +$173K 0.21% 49
2022
Q1 		$202K Buy
+5,221
New +$210K 0.11% 72

Other funds holding SPEM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

New England Guild Wealth Advisors's SPEM Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.4% in Q4 2022, buying an estimated $14.4K and bringing the position to 10,408 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #51.

New England Guild Wealth Advisors first reported a position in SPEM in Q1 2022 and has held it in 4 quarters since. The position peaked at $348K in Q2 2022. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • New England Guild Wealth Advisors held 10,408 shares of State Street SPDR Portfolio Emerging Markets ETF worth $343K as of Q4 2022.
  • New England Guild Wealth Advisors bought 443 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $14.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.18% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #51 holding.
  • New England Guild Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and has held it in 4 quarters since.
  • New England Guild Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $348K in Q2 2022.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.