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Sterling Financial Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,125
Closed -$48K – 348
2021
Q3 		$48K Buy
+1,125
New +$48.8K 0.03% 186

Other funds holding SPEM

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Planning's SPEM Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2021, closing a stake of 1,125 shares — an estimated $48K sold.

Sterling Financial Planning first reported a position in SPEM in Q3 2021 and held it in 1 quarter. The position peaked at $48K in Q3 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

  • Sterling Financial Planning reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,125 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $48K.
  • Sterling Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $48K in Q3 2021.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.