Oxford Financial Group’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
3,349
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $132K | Hold |
3,349
| – | – | 0.01% | 220 |
|
|
2024
Q4 | $129K | Hold |
3,349
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $138K | Hold |
3,349
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $126K | Hold |
3,349
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $121K | Hold |
3,349
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $119K | Hold |
3,349
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $112K | Hold |
3,349
| – | – | 0.01% | 227 |
|
|
2023
Q2 | $115K | Hold |
3,349
| – | – | 0.01% | 240 |
|
|
2023
Q1 | $114K | Hold |
3,349
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $110K | Hold |
3,349
| – | – | 0.01% | 198 |
|
|
2022
Q3 | $104K | Buy |
+3,349
| New | +$104K | 0.02% | 182 |
|
|
2021
Q2 | – | Sell |
-25
| Closed | -$1K | – | 237 |
|
|
2021
Q1 | $1K | Buy |
25
+20
| +400% | +$800 | ﹤0.01% | 211 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 215 |
|