TFA
Tobias Financial Advisors’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
68,461
+20,378
| +42% | +$871K | 0.5% | 40 |
|
|
2025
Q1 | $1.89M | Sell |
48,083
-906
| -2% | -$35.7K | 0.37% | 41 |
|
|
2024
Q4 | $1.88M | Sell |
48,989
-1,848
| -4% | -$70.9K | 0.38% | 39 |
|
|
2024
Q3 | $2.1M | Sell |
50,837
-1,206
| -2% | -$49.8K | 0.42% | 34 |
|
|
2024
Q2 | $1.96M | Sell |
52,043
-6,745
| -11% | -$254K | 0.42% | 36 |
|
|
2024
Q1 | $2.13M | Sell |
58,788
-1,610
| -3% | -$58.3K | 0.48% | 34 |
|
|
2023
Q4 | $2.14M | Sell |
60,398
-4,697
| -7% | -$166K | 0.52% | 34 |
|
|
2023
Q3 | $2.19M | Sell |
65,095
-3,003
| -4% | -$101K | 0.57% | 40 |
|
|
2023
Q2 | $2.34M | Buy |
68,098
+32
| +0% | +$1.1K | 0.63% | 36 |
|
|
2023
Q1 | $2.32M | Sell |
68,066
-477
| -0.7% | -$16.3K | 0.68% | 36 |
|
|
2022
Q4 | $2.26M | Buy |
68,543
+273
| +0.4% | +$9K | 0.74% | 35 |
|
|
2022
Q3 | $2.12M | Sell |
68,270
-11,844
| -15% | -$368K | 0.75% | 33 |
|
|
2022
Q2 | $2.79M | Buy |
80,114
+13,716
| +21% | +$477K | 0.94% | 28 |
|
|
2022
Q1 | $2.57M | Buy |
+66,398
| New | +$2.57M | 0.89% | 25 |
|
|
2021
Q4 | – | Sell |
-45,536
| Closed | -$1.94M | – | 110 |
|
|
2021
Q3 | $1.94M | Buy |
45,536
+1,437
| +3% | +$61.1K | 0.72% | 28 |
|
|
2021
Q2 | $2.01M | Buy |
44,099
+973
| +2% | +$44.3K | 0.79% | 28 |
|
|
2021
Q1 | $1.89M | Buy |
43,126
+20
| +0% | +$876 | 0.8% | 27 |
|
|
2020
Q4 | $1.82M | Buy |
43,106
+241
| +0.6% | +$10.2K | 0.83% | 25 |
|
|
2020
Q3 | $1.57M | Sell |
42,865
-3,240
| -7% | -$118K | 0.86% | 27 |
|
|
2020
Q2 | $1.54M | Buy |
46,105
+21,454
| +87% | +$718K | 0.91% | 26 |
|
|
2020
Q1 | $702K | Buy |
24,651
+1,363
| +6% | +$38.8K | 0.51% | 31 |
|
|
2019
Q4 | $875K | Buy |
+23,288
| New | +$875K | 0.56% | 29 |
|