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

Selective 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
Q4 		– Sell
-5,915
Closed -$184K – 636
2022
Q3 		$184K Sell
5,915
-1,137
-16% -$38.7K 0.08% 137
2022
Q2 		$245K Buy
7,052
+403
+6% +$14.6K 0.09% 121
2022
Q1 		$257K Buy
+6,649
New +$268K 0.09% 108

Other funds holding SPEM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Selective Wealth Management's SPEM Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 5,915 shares — an estimated $184K sold.

Selective Wealth Management first reported a position in SPEM in Q1 2022 and held it in 3 quarters. The position peaked at $257K in Q1 2022. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • Selective Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 5,915 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $184K.
  • Selective Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $257K in Q1 2022.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.