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

Rockwood Wealth Management’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	-5,183	Closed	-$200K	–	80
2022 Q1	$200K	Sell	5,183 -1,000	-16%	-$40.3K	0.1%	69
2021 Q4	$257K	Buy	+6,183	New	+$264K	0.11%	98

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

Rockwood Wealth Management's SPEM Position: Q2 2022 in Review

Rockwood Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 5,183 shares — an estimated $200K sold.

Rockwood Wealth Management first reported a position in SPEM in Q4 2021 and held it in 2 quarters. The position peaked at $257K in Q4 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

Rockwood Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Rockwood Wealth Management sold 5,183 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $200K.
Rockwood Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
Rockwood Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $257K in Q4 2021.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Rockwood Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2023.