O'Brien Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

O'Brien Wealth Partners’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	-14,771	Closed	-$458K	–	62
2022 Q3	$458K	Buy	+14,771	New	+$503K	0.19%	24
2018 Q4	–	Sell	-600	Closed	-$21K	–	176
2018 Q3	$21K	Hold	600	–	–	0.01%	102
2018 Q2	$21K	Hold	600	–	–	0.02%	50
2018 Q1	$24K	Buy	+600	New	+$24K	0.02%	84

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

O'Brien Wealth Partners's SPEM Position: Q4 2022 in Review

O'Brien Wealth Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 14,771 shares — an estimated $458K sold.

O'Brien Wealth Partners first reported a position in SPEM in Q1 2018 and held it in 4 quarters. The position peaked at $458K in Q3 2022. 614 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

O'Brien Wealth Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
O'Brien Wealth Partners sold 14,771 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $458K.
O'Brien Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 4 quarters.
O'Brien Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $458K in Q3 2022.
614 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on O'Brien Wealth Partners's 13F filing for Q4 2022, filed 10 Feb 2023.