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

Straight Path 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
-42,371
Closed -$1.31M – 76
2022
Q3 		$1.31M Buy
42,371
+442
+1% +$15K 1.18% 21
2022
Q2 		$1.46M Buy
41,929
+768
+2% +$27.7K 1.43% 20
2022
Q1 		$1.59M Buy
41,161
+6,055
+17% +$244K 1.35% 18
2021
Q4 		$1.46M Buy
+35,106
New +$1.5M 1.27% 16

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Straight Path Wealth Management's SPEM Position: Q4 2022 in Review

Straight Path Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 42,371 shares — an estimated $1.31M sold.

Straight Path Wealth Management first reported a position in SPEM in Q4 2021 and held it in 4 quarters. The position peaked at $1.59M in Q1 2022. 614 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • Straight Path Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Straight Path Wealth Management sold 42,371 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $1.31M.
  • Straight Path Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
  • Straight Path Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.59M in Q1 2022.
  • 614 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Straight Path Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.