Platte River Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Platte River Wealth Advisors’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
2021 Q4	–	Sell	-147,500	Closed	-$6.27M	–	91
2021 Q3	$6.27M	Sell	147,500 -53,236	-27%	-$2.31M	2.32%	15
2021 Q2	$9.13M	Sell	200,736 -12,258	-6%	-$549K	3.47%	9
2021 Q1	$9.43M	Sell	212,994 -3,235	-1%	-$145K	3.88%	8
2020 Q4	$9.85M	Buy	216,229 +8,522	+4%	+$338K	4.25%	7
2020 Q3	$7.59M	Sell	207,707 -13,000	-6%	-$474K	3.91%	7
2020 Q2	$7.95M	Buy	+220,707	New	+$6.9M	4.38%	5

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Platte River Wealth Advisors's SPEM Position: Q4 2021 in Review

Platte River Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2021, closing a stake of 147,500 shares — an estimated $6.27M sold.

Platte River Wealth Advisors first reported a position in SPEM in Q2 2020 and held it in 6 quarters. The position peaked at $9.85M in Q4 2020. 580 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

Platte River Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Platte River Wealth Advisors sold 147,500 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $6.27M.
Platte River Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and held it in 6 quarters.
Platte River Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $9.85M in Q4 2020.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Platte River Wealth Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.