Prestige Wealth Management Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Prestige Wealth Management Group’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	-46	Closed	-$2K	–	1057
2021 Q3	$2K	Hold	46	–	–	﹤0.01%	823
2021 Q2	$2K	Hold	46	–	–	﹤0.01%	820
2021 Q1	$2K	Hold	46	–	–	﹤0.01%	817
2020 Q4	$2K	Hold	46	–	–	﹤0.01%	781
2020 Q3	$2K	Hold	46	–	–	﹤0.01%	702
2020 Q2	$2K	Hold	46	–	–	﹤0.01%	696
2020 Q1	$1K	Sell	46 -11,583	-100%	-$398K	﹤0.01%	839
2019 Q4	$437K	Buy	11,629 +1,388	+14%	+$50K	0.24%	67
2019 Q3	$351K	Buy	10,241 +231	+2%	+$8.02K	0.21%	72
2019 Q2	$358K	Buy	10,010 +3,038	+44%	+$108K	0.22%	72
2019 Q1	$249K	Sell	6,972 -35	-0.5%	-$1.22K	0.15%	101
2018 Q4	$227K	Buy	+7,007	New	+$231K	0.17%	103

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prestige Wealth Management Group's SPEM Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2021, closing a stake of 46 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in SPEM in Q4 2018 and held it in 12 quarters. The position peaked at $437K in Q4 2019. 578 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

Prestige Wealth Management Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 46 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $2K.
Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 12 quarters.
Prestige Wealth Management Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $437K in Q4 2019.
578 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.