Personal Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Personal 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 Q2	–	Sell	-153,275	Closed	-$5.92M	–	52
2022 Q1	$5.92M	Buy	153,275 +18,931	+14%	+$763K	2.58%	11
2021 Q4	$5.57M	Buy	134,344 +2,213	+2%	+$94.6K	2.3%	11
2021 Q3	$5.62M	Buy	132,131 +36,918	+39%	+$1.6M	2.37%	11
2021 Q2	$4.33M	Buy	95,213 +38,569	+68%	+$1.73M	1.75%	16
2021 Q1	$2.48M	Buy	+56,644	New	+$2.53M	1.12%	21

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

Personal Wealth Partners's SPEM Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 153,275 shares — an estimated $5.92M sold.

Personal Wealth Partners first reported a position in SPEM in Q1 2021 and held it in 5 quarters. The position peaked at $5.92M in Q1 2022. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 153,275 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $5.92M.
Personal Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and held it in 5 quarters.
Personal Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.92M in Q1 2022.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.