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Oakworth Capital’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Oakworth Capital’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 		– Sell
-1,800
Closed -$56K – 600
2022
Q3 		$56K Hold
1,800
– – 0.01% 279
2022
Q2 		$63K Hold
1,800
– – 0.01% 274
2022
Q1 		$70K Buy
+1,800
New +$72.5K 0.01% 275

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

Oakworth Capital's SPEM Position: Q4 2022 in Review

Oakworth Capital sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 1,800 shares — an estimated $56K sold.

Oakworth Capital first reported a position in SPEM in Q1 2022 and held it in 3 quarters. The position peaked at $70K in Q1 2022. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • Oakworth Capital reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Oakworth Capital sold 1,800 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $56K.
  • Oakworth Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and held it in 3 quarters.
  • Oakworth Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $70K in Q1 2022.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Oakworth Capital's 13F filing for Q4 2022, filed 3 Feb 2023.