Newbridge Financial Services Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Newbridge Financial Services 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
2022 Q2	–	Sell	-71	Closed	-$3K	–	1512
2022 Q1	$3K	Hold	71	–	–	﹤0.01%	1241
2021 Q4	$3K	Sell	71 -46	-39%	-$1.97K	﹤0.01%	1188
2021 Q3	$5K	Sell	117 -24	-17%	-$1.04K	﹤0.01%	1023
2021 Q2	$6K	Sell	141 -91	-39%	-$4.07K	﹤0.01%	1096
2021 Q1	$10K	Buy	232 +109	+89%	+$4.87K	0.01%	908
2020 Q4	$5K	Buy	123 +1	+0.8%	+$40	﹤0.01%	857
2020 Q3	$4K	Buy	+122	New	+$4.45K	﹤0.01%	851

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Newbridge Financial Services Group's SPEM Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 71 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in SPEM in Q3 2020 and held it in 7 quarters. The position peaked at $10K in Q1 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

Newbridge Financial Services Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 71 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $3K.
Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $10K in Q1 2021.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.