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New England Investment & Retirement Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

New England Investment & Retirement Group’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
Q3 		$445K Hold
10,468
– – 0.1% 72
2021
Q2 		$476K Hold
10,468
– – 0.1% 73
2021
Q1 		$458K Hold
10,468
– – 0.11% 69
2020
Q4 		$441K Hold
10,468
– – 0.1% 63
2020
Q3 		$383K Hold
10,468
– – 0.1% 58
2020
Q2 		$350K Sell
10,468
-1,510
-13% -$47.2K 0.09% 59
2020
Q1 		$341K Sell
11,978
-2,578
-18% -$88.6K 0.15% 42
2019
Q4 		$547K Hold
14,556
– – 0.19% 46
2019
Q3 		$499K Sell
14,556
-1,498
-9% -$52K 0.21% 43
2019
Q2 		$575K Hold
16,054
– – 0.23% 45
2019
Q1 		$574K Hold
16,054
– – 0.26% 36
2018
Q4 		$520K Sell
16,054
-1,224
-7% -$40.4K 0.3% 31
2018
Q3 		$602K Sell
17,278
-656
-4% -$23.1K 0.39% 36
2018
Q2 		$634K Sell
17,934
-4,242
-19% -$160K 0.42% 30
2018
Q1 		$872K Hold
22,176
– – 0.48% 31
2017
Q4 		$846K Sell
22,176
-494
-2% -$18.4K 0.45% 32
2017
Q3 		$821K Hold
22,670
– – 0.46% 31
2017
Q2 		$755K Hold
22,670
– – 0.44% 32
2017
Q1 		$727K Buy
22,670
+614
+3% +$19.1K 0.4% 37
2016
Q4 		$632K Buy
+22,056
New +$649K 0.35% 44

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

New England Investment & Retirement Group's SPEM Position: Q3 2021 in Review

New England Investment & Retirement Group held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q3 2021 at 10,468 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #72.

New England Investment & Retirement Group first reported a position in SPEM in Q4 2016 and has held it in 20 quarters since. The position peaked at $872K in Q1 2018. 515 funds tracked by Wall St. Rank hold SPEM as of Q3 2021.

  • New England Investment & Retirement Group held 10,468 shares of State Street SPDR Portfolio Emerging Markets ETF worth $445K as of Q3 2021.
  • New England Investment & Retirement Group left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q3 2021.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of New England Investment & Retirement Group's portfolio in Q3 2021, its #72 holding.
  • New England Investment & Retirement Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2016 and has held it in 20 quarters since.
  • New England Investment & Retirement Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $872K in Q1 2018.
  • 515 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.