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

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM