SWA
SOA Wealth Advisors’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 | $2.31M | Buy |
54,003
+17,097
| +46% | +$731K | 0.43% | 48 |
|
|
2025
Q1 | $1.45M | Buy |
36,906
+774
| +2% | +$30.5K | 0.3% | 58 |
|
|
2024
Q4 | $1.39M | Buy |
36,132
+5,322
| +17% | +$204K | 0.26% | 63 |
|
|
2024
Q3 | $1.27M | Buy |
30,810
+1,486
| +5% | +$61.3K | 0.24% | 67 |
|
|
2024
Q2 | $1.1M | Buy |
29,324
+4,901
| +20% | +$185K | 0.22% | 70 |
|
|
2024
Q1 | $884K | Buy |
24,423
+1,126
| +5% | +$40.8K | 0.18% | 73 |
|
|
2023
Q4 | $825K | Buy |
23,297
+2,337
| +11% | +$82.8K | 0.18% | 72 |
|
|
2023
Q3 | $704K | Sell |
20,960
-652
| -3% | -$21.9K | 0.17% | 70 |
|
|
2023
Q2 | $743K | Buy |
21,612
+2,246
| +12% | +$77.2K | 0.17% | 68 |
|
|
2023
Q1 | $661K | Buy |
19,366
+2,997
| +18% | +$102K | 0.16% | 71 |
|
|
2022
Q4 | $540K | Buy |
16,369
+13,919
| +568% | +$459K | 0.15% | 84 |
|
|
2022
Q3 | $76K | Buy |
2,450
+2,058
| +525% | +$63.8K | 0.02% | 222 |
|
|
2022
Q2 | $13K | Buy |
+392
| New | +$13K | ﹤0.01% | 459 |
|