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Retirement Planning Company of New England’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-2,094
Closed -$86K – 772
2021
Q4 		$86K Buy
+2,094
New +$89.5K 0.04% 327

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LPL Financial
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Planning Company of New England's SPEM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2022, closing a stake of 2,094 shares — an estimated $86K sold.

Retirement Planning Company of New England first reported a position in SPEM in Q4 2021 and held it in 1 quarter. The position peaked at $86K in Q4 2021. 597 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,094 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2022, an estimated $86K.
  • Retirement Planning Company of New England first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's State Street SPDR Portfolio Emerging Markets ETF position peaked at $86K in Q4 2021.
  • 597 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.