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

Ten Capital 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	$111K	Sell	3,257 -24,044	-88%	-$822K	0.03%	181
2023 Q1	$932K	Sell	27,301 -435	-2%	-$15K	0.3%	37
2022 Q4	$914K	Buy	27,736 +8,228	+42%	+$267K	0.37%	37
2022 Q3	$606K	Buy	19,508 +2,180	+13%	+$74.2K	0.28%	41
2022 Q2	$602K	Buy	+17,328	New	+$626K	0.26%	42
2021 Q3	–	Sell	-45,307	Closed	-$2.06M	–	497
2021 Q2	$2.06M	Sell	45,307 -37,425	-45%	-$1.68M	0.47%	60
2021 Q1	$3.62M	Sell	82,732 -78,327	-49%	-$3.5M	0.88%	33
2020 Q4	$6.79M	Sell	161,059 -2,425	-1%	-$96.2K	1.89%	16
2020 Q3	$5.98M	Buy	+163,484	New	+$5.97M	2.01%	16

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $2.9T AUM 29.55% 1-Year Est. Return

Ten Capital Wealth Advisors's SPEM Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 88% in Q2 2023, selling an estimated $822K and leaving 3,257 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #181.

Ten Capital Wealth Advisors first reported a position in SPEM in Q3 2020 and has held it in 9 quarters since. The position peaked at $6.79M in Q4 2020. 630 funds tracked by Wall St. Rank hold SPEM as of Q2 2023.

Ten Capital Wealth Advisors held 3,257 shares of State Street SPDR Portfolio Emerging Markets ETF worth $111K as of Q2 2023.
Ten Capital Wealth Advisors sold 24,044 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2023, an estimated $822K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #181 holding.
Ten Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and has held it in 9 quarters since.
Ten Capital Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.79M in Q4 2020.
630 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.