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

Sutton 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 Q3	$4.67K	Hold	139	–	–	﹤0.01%	597
2023 Q2	$4.78K	Hold	139	–	–	﹤0.01%	575
2023 Q1	$4.74K	Hold	139	–	–	﹤0.01%	532
2022 Q4	$4.58K	Buy	139 +53	+62%	+$1.72K	﹤0.01%	1112
2022 Q3	$2.67K	Hold	86	–	–	﹤0.01%	1150
2022 Q2	$2.99K	Hold	86	–	–	﹤0.01%	1130
2022 Q1	$3.32K	Hold	86	–	–	﹤0.01%	1134
2021 Q4	$3.57K	Hold	86	–	–	﹤0.01%	1118
2021 Q3	$3.66K	Hold	86	–	–	﹤0.01%	1097
2021 Q2	$3.91K	Hold	86	–	–	﹤0.01%	1084
2021 Q1	$3.77K	Hold	86	–	–	﹤0.01%	1055
2020 Q4	$3.63K	Hold	86	–	–	﹤0.01%	1028
2020 Q3	$3.14K	Hold	86	–	–	﹤0.01%	1023
2020 Q2	$2.88K	Hold	86	–	–	﹤0.01%	1009
2020 Q1	$2.45K	Buy	+86	New	+$2.96K	﹤0.01%	1009

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's SPEM Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q3 2023 at 139 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Sutton Wealth Advisors first reported a position in SPEM in Q1 2020 and has held it in 15 quarters since. The position peaked at $4.78K in Q2 2023. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

Sutton Wealth Advisors held 139 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.67K as of Q3 2023.
Sutton Wealth Advisors left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q3 2023.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #597 holding.
Sutton Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 15 quarters since.
Sutton Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.78K in Q2 2023.
626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.