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Stratos Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Stratos Wealth Advisors’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
2023
Q2 		– Sell
-15,133
Closed -$517K – 659
2023
Q1 		$517K Sell
15,133
-357
-2% -$12.3K 0.04% 413
2022
Q4 		$511K Sell
15,490
-4,055
-21% -$131K 0.04% 397
2022
Q3 		$607K Sell
19,545
-1,552
-7% -$52.8K 0.06% 322
2022
Q2 		$734K Sell
21,097
-6,501
-24% -$235K 0.07% 302
2022
Q1 		$1.07M Buy
27,598
+1,825
+7% +$73.5K 0.09% 263
2021
Q4 		$1.07M Sell
25,773
-34,269
-57% -$1.47M 0.08% 272
2021
Q3 		$2.55M Sell
60,042
-14,653
-20% -$636K 0.22% 125
2021
Q2 		$3.4M Buy
74,695
+1,584
+2% +$70.9K 0.3% 91
2021
Q1 		$3.2M Buy
73,111
+44,567
+156% +$1.99M 0.34% 81
2020
Q4 		$1.2M Buy
28,544
+12,997
+84% +$516K 0.17% 145
2020
Q3 		$568K Sell
15,547
-735
-5% -$26.8K 0.14% 165
2020
Q2 		$545K Buy
16,282
+15,971
+5,135% +$500K 0.17% 135
2020
Q1 		$9K Sell
311
-47,814
-99% -$1.64M 0.01% 247
2019
Q4 		$1.81M Buy
48,125
+399
+0.8% +$14.4K 1.03% 22
2019
Q3 		$1.64M Buy
47,726
+4,076
+9% +$141K 0.63% 35
2019
Q2 		$1.56M Buy
+43,650
New +$1.55M 0.62% 31

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stratos Wealth Advisors's SPEM Position: Q2 2023 in Review

Stratos Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2023, closing a stake of 15,133 shares — an estimated $517K sold.

Stratos Wealth Advisors first reported a position in SPEM in Q2 2019 and held it in 16 quarters. The position peaked at $3.4M in Q2 2021. 630 funds tracked by Wall St. Rank hold SPEM as of Q2 2023.

  • Stratos Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 15,133 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2023, an estimated $517K.
  • Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and held it in 16 quarters.
  • Stratos Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.4M in Q2 2021.
  • 630 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2023.

Based on Stratos Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.