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New Harbor Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

New Harbor Financial 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
2023
Q2 		– Sell
-6,152
Closed -$210K – 48
2023
Q1 		$210K Sell
6,152
-217
-3% -$7.46K 0.07% 29
2022
Q4 		$210K Sell
6,369
-179
-3% -$5.8K 0.09% 26
2022
Q3 		$203K Sell
6,548
-120
-2% -$4.08K 0.1% 18
2022
Q2 		$231K Sell
6,668
-74
-1% -$2.67K 0.11% 19
2022
Q1 		$260K Sell
6,742
-197
-3% -$7.94K 0.09% 25
2021
Q4 		$287K Buy
6,939
+191
+3% +$8.17K 0.1% 18
2021
Q3 		$286K Sell
6,748
-436
-6% -$18.9K 0.12% 16
2021
Q2 		$326K Buy
7,184
+479
+7% +$21.4K 0.11% 18
2021
Q1 		$293K Buy
6,705
+283
+4% +$12.7K 0.11% 15
2020
Q4 		$270K Buy
+6,422
New +$255K 0.1% 16

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

New Harbor Financial Group's SPEM Position: Q2 2023 in Review

New Harbor Financial Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2023, closing a stake of 6,152 shares — an estimated $210K sold.

New Harbor Financial Group first reported a position in SPEM in Q4 2020 and held it in 10 quarters. The position peaked at $326K in Q2 2021. 630 funds tracked by Wall St. Rank hold SPEM as of Q2 2023.

  • New Harbor Financial Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • New Harbor Financial Group sold 6,152 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2023, an estimated $210K.
  • New Harbor Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 10 quarters.
  • New Harbor Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $326K in Q2 2021.
  • 630 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2023.

Based on New Harbor Financial Group's 13F filing for Q2 2023, filed 20 Jul 2023.