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TCWP’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

TCWP’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 		– Sell
-6,246
Closed -$215K – 159
2023
Q2 		$215K Sell
6,246
-8,421
-57% -$288K 0.05% 170
2023
Q1 		$501K Sell
14,667
-781
-5% -$26.9K 0.09% 136
2022
Q4 		$509K Buy
15,448
+693
+5% +$22.4K 0.1% 136
2022
Q3 		$457K Sell
14,755
-5,375
-27% -$183K 0.1% 151
2022
Q2 		$699K Sell
20,130
-2,065
-9% -$74.6K 0.15% 113
2022
Q1 		$857K Sell
22,195
-10,033
-31% -$404K 0.16% 112
2021
Q4 		$1.34M Buy
+32,228
New +$1.38M 0.27% 90

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCWP's SPEM Position: Q3 2023 in Review

TCWP sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 6,246 shares — an estimated $215K sold.

TCWP first reported a position in SPEM in Q4 2021 and held it in 7 quarters. The position peaked at $1.34M in Q4 2021. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

  • TCWP reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • TCWP sold 6,246 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $215K.
  • TCWP first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
  • TCWP's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.34M in Q4 2021.
  • 626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.