Tilia Fiduciary Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Tilia Fiduciary Partners’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	-717	Closed	-$24.6K	–	428
2023 Q2	$24.6K	Sell	717 -2	-0.3%	-$68	0.02%	280
2023 Q1	$24.5K	Sell	719 -41	-5%	-$1.41K	0.02%	280
2022 Q4	$25K	Sell	760 -155	-17%	-$5.02K	0.02%	264
2022 Q3	$28K	Sell	915 -1,063	-54%	-$36.2K	0.03%	253
2022 Q2	$67K	Buy	1,978 +309	+19%	+$11.2K	0.06%	176
2022 Q1	$64K	Sell	1,669 -760	-31%	-$30.6K	0.05%	199
2021 Q4	$101K	Buy	+2,429	New	+$104K	0.08%	152

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

Tilia Fiduciary Partners's SPEM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 717 shares — an estimated $24.6K sold.

Tilia Fiduciary Partners first reported a position in SPEM in Q4 2021 and held it in 7 quarters. The position peaked at $101K in Q4 2021. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

Tilia Fiduciary Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 717 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $24.6K.
Tilia Fiduciary Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $101K in Q4 2021.
626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.