Strategic Wealth Partners’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.5K | Buy |
+1,837
| New | +$78.5K | 0.01% | 422 |
|
|
2022
Q3 | – | Sell |
-6,836
| Closed | -$238K | – | 283 |
|
|
2022
Q2 | $238K | Sell |
6,836
-448
| -6% | -$15.6K | 0.05% | 220 |
|
|
2022
Q1 | $281K | Sell |
7,284
-9,249
| -56% | -$357K | 0.05% | 217 |
|
|
2021
Q4 | $686K | Sell |
16,533
-1,573
| -9% | -$65.3K | 0.13% | 170 |
|
|
2021
Q3 | $770K | Sell |
18,106
-1,036
| -5% | -$44.1K | 0.23% | 126 |
|
|
2021
Q2 | $871K | Buy |
19,142
+1,330
| +7% | +$60.5K | 0.28% | 93 |
|
|
2021
Q1 | $780K | Buy |
17,812
+2,400
| +16% | +$105K | 0.31% | 81 |
|
|
2020
Q4 | $650K | Buy |
15,412
+1,831
| +13% | +$77.2K | 0.27% | 91 |
|
|
2020
Q3 | $497K | Sell |
13,581
-2,729
| -17% | -$99.9K | 0.25% | 94 |
|
|
2020
Q2 | $546K | Sell |
16,310
-24,066
| -60% | -$806K | 0.28% | 86 |
|
|
2020
Q1 | $1.52M | Hold |
40,376
| – | – | 0.79% | 33 |
|
|
2019
Q4 | $1.52M | Buy |
40,376
+7,536
| +23% | +$283K | 0.79% | 33 |
|
|
2019
Q3 | $1.12K | Buy |
32,840
+5,411
| +20% | +$184 | 0.01% | 205 |
|
|
2019
Q2 | $981K | Buy |
27,429
+1,375
| +5% | +$49.2K | 0.47% | 62 |
|
|
2019
Q1 | $945K | Buy |
26,054
+9,028
| +53% | +$327K | 0.43% | 72 |
|
|
2018
Q4 | $583K | Buy |
17,026
+2,264
| +15% | +$77.5K | 0.29% | 86 |
|
|
2018
Q3 | $514K | Sell |
14,762
-2,695
| -15% | -$93.8K | 0.27% | 92 |
|
|
2018
Q2 | $617K | Buy |
17,457
+8,445
| +94% | +$298K | 0.36% | 82 |
|
|
2018
Q1 | $354K | Buy |
9,012
+8,475
| +1,578% | +$333K | 0.18% | 128 |
|
|
2017
Q4 | $20K | Buy |
+537
| New | +$20K | 0.01% | 356 |
|