SPWM
Spartan Planning & 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 | $763K | Sell |
17,859
-59,530
| -77% | -$2.54M | 0.65% | 32 |
|
2025
Q1 | $3.05M | Sell |
77,389
-10,760
| -12% | -$424K | 2.95% | 13 |
|
2024
Q4 | $3.38M | Buy |
+88,149
| New | +$3.38M | 3.09% | 12 |
|
2023
Q4 | $3.84M | Buy |
108,336
+69,435
| +178% | +$2.46M | 4.09% | 8 |
|
2023
Q3 | $1.31M | Buy |
+38,901
| New | +$1.31M | 1.53% | 13 |
|
2022
Q4 | $1.21M | Buy |
36,780
+1,567
| +4% | +$51.6K | 1.51% | 12 |
|
2022
Q3 | $1.09M | Buy |
35,213
+3,910
| +12% | +$121K | 1.43% | 10 |
|
2022
Q2 | $1.09M | Buy |
31,303
+1,688
| +6% | +$58.7K | 1.45% | 8 |
|
2022
Q1 | $1.14M | Buy |
+29,615
| New | +$1.14M | 1.43% | 13 |
|