SSWM
Sheets Smith Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
20,153
+3,867
| +24% | +$165K | 0.1% | 191 |
|
|
2025
Q1 | $641K | Sell |
16,286
-13
| -0.1% | -$512 | 0.08% | 212 |
|
|
2024
Q4 | $625K | Sell |
16,299
-1,121
| -6% | -$43K | 0.08% | 226 |
|
|
2024
Q3 | $719K | Buy |
17,420
+139
| +0.8% | +$5.74K | 0.09% | 197 |
|
|
2024
Q2 | $651K | Buy |
17,281
+4,183
| +32% | +$158K | 0.08% | 205 |
|
|
2024
Q1 | $474K | Buy |
13,098
+347
| +3% | +$12.6K | 0.05% | 250 |
|
|
2023
Q4 | $452K | Buy |
12,751
+1,603
| +14% | +$56.8K | 0.06% | 229 |
|
|
2023
Q3 | $374K | Buy |
11,148
+8
| +0.1% | +$269 | 0.06% | 245 |
|
|
2023
Q2 | $383K | Buy |
11,140
+2,448
| +28% | +$84.2K | 0.06% | 244 |
|
|
2023
Q1 | $297K | Buy |
8,692
+336
| +4% | +$11.5K | 0.05% | 268 |
|
|
2022
Q4 | $275K | Buy |
8,356
+254
| +3% | +$8.37K | 0.04% | 265 |
|
|
2022
Q3 | $251K | Buy |
8,102
+1,154
| +17% | +$35.8K | 0.04% | 264 |
|
|
2022
Q2 | $242K | Sell |
6,948
-7,552
| -52% | -$263K | 0.04% | 268 |
|
|
2022
Q1 | $560K | Sell |
14,500
-1,094
| -7% | -$42.3K | 0.08% | 201 |
|
|
2021
Q4 | $647K | Buy |
15,594
+1,268
| +9% | +$52.6K | 0.08% | 203 |
|
|
2021
Q3 | $609K | Buy |
14,326
+78
| +0.5% | +$3.32K | 0.08% | 195 |
|
|
2021
Q2 | $648K | Buy |
14,248
+236
| +2% | +$10.7K | 0.09% | 189 |
|
|
2021
Q1 | $613K | Buy |
14,012
+329
| +2% | +$14.4K | 0.09% | 178 |
|
|
2020
Q4 | $577K | Buy |
13,683
+148
| +1% | +$6.24K | 0.09% | 185 |
|
|
2020
Q3 | $495K | Sell |
13,535
-445
| -3% | -$16.3K | 0.09% | 182 |
|
|
2020
Q2 | $468K | Sell |
13,980
-52,605
| -79% | -$1.76M | 0.09% | 160 |
|
|
2020
Q1 | $1.9M | Buy |
66,585
+58,218
| +696% | +$1.66M | 0.4% | 66 |
|
|
2019
Q4 | $315K | Sell |
8,367
-12,804
| -60% | -$482K | 0.06% | 263 |
|
|
2019
Q3 | $726K | Buy |
21,171
+3,660
| +21% | +$126K | 0.15% | 152 |
|
|
2019
Q2 | $627K | Buy |
17,511
+2,591
| +17% | +$92.8K | 0.13% | 169 |
|
|
2019
Q1 | $534K | Buy |
+14,920
| New | +$534K | 0.12% | 189 |
|
|
2018
Q4 | – | Sell |
-13,286
| Closed | -$463K | – | 318 |
|
|
2018
Q3 | $463K | Sell |
13,286
-544
| -4% | -$19K | 0.1% | 228 |
|
|
2018
Q2 | $489K | Buy |
+13,830
| New | +$489K | 0.11% | 194 |
|