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

TCI 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 Q1	–	Sell	-18	Closed	-$593	–	2626
2022 Q4	$593	Hold	18	–	–	﹤0.01%	2194
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	2160
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	2205
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	2150
2021 Q4	$1K	Sell	18 -163	-90%	-$6.97K	﹤0.01%	2234
2021 Q3	$8K	Buy	181 +163	+906%	+$7.08K	﹤0.01%	1293
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	2253
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	2110
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1452
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	1425
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	1351
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	1339
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	1433
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	1382
2019 Q2	$1K	Buy	+18	New	+$638	﹤0.01%	1299
2019 Q1	–	Sell	-2,818	Closed	-$91K	–	1537
2018 Q4	$91K	Buy	2,818 +2,750	+4,044%	+$90.7K	0.04%	230
2018 Q3	$2K	Buy	+68	New	+$2.4K	﹤0.01%	1083
2015 Q3	–	Sell	-166	Closed	-$5K	–	1013
2015 Q2	$5K	Buy	+166	New	+$5.6K	﹤0.01%	655

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's SPEM Position: Q1 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2023, closing a stake of 18 shares — an estimated $593 sold.

TCI Wealth Advisors first reported a position in SPEM in Q2 2015 and held it in 18 quarters. The position peaked at $91K in Q4 2018. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

TCI Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 18 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $593.
TCI Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2015 and held it in 18 quarters.
TCI Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $91K in Q4 2018.
619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.