TPG Financial Advisors’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.58M | Buy |
200,791
+27,233
| +16% | +$1.16M | 3.43% | 10 |
|
|
2025
Q1 | $6.83M | Sell |
173,558
-11,446
| -6% | -$451K | 3.02% | 13 |
|
|
2024
Q4 | $7.1M | Sell |
185,004
-89,552
| -33% | -$3.44M | 3.09% | 12 |
|
|
2024
Q3 | $11.3M | Buy |
274,556
+15,526
| +6% | +$641K | 5.1% | 5 |
|
|
2024
Q2 | $9.76M | Buy |
+259,030
| New | +$9.76M | 4.62% | 7 |
|
|
2023
Q4 | $7.15M | Buy |
204,437
+14,917
| +8% | +$521K | 3.64% | 9 |
|
|
2023
Q3 | $6.36M | Buy |
189,520
+27,456
| +17% | +$922K | 3.29% | 9 |
|
|
2023
Q2 | $5.57M | Buy |
162,064
+88,379
| +120% | +$3.04M | 2.92% | 11 |
|
|
2023
Q1 | $2.51M | Buy |
73,685
+2,622
| +4% | +$89.5K | 1.37% | 21 |
|
|
2022
Q4 | $2.34M | Sell |
71,063
-5,052
| -7% | -$167K | 1.42% | 19 |
|
|
2022
Q3 | $2.36M | Buy |
76,115
+1,157
| +2% | +$35.9K | 1.45% | 22 |
|
|
2022
Q2 | $2.61M | Buy |
74,958
+839
| +1% | +$29.2K | 1.75% | 17 |
|
|
2022
Q1 | $2.86M | Buy |
74,119
+2,195
| +3% | +$84.8K | 1.73% | 17 |
|
|
2021
Q4 | $2.98M | Sell |
71,924
-51,419
| -42% | -$2.13M | 1.83% | 15 |
|
|
2021
Q3 | $5.25M | Buy |
123,343
+16,038
| +15% | +$682K | 3.46% | 12 |
|
|
2021
Q2 | $4.88M | Sell |
107,305
-8,492
| -7% | -$386K | 3.43% | 11 |
|
|
2021
Q1 | $5.07M | Sell |
115,797
-7,757
| -6% | -$340K | 3.53% | 11 |
|
|
2020
Q4 | $5.21M | Buy |
123,554
+19,055
| +18% | +$803K | 3.87% | 11 |
|
|
2020
Q3 | $3.82M | Sell |
104,499
-12,039
| -10% | -$440K | 3.26% | 12 |
|
|
2020
Q2 | $3.9M | Sell |
116,538
-5,882
| -5% | -$197K | 3.5% | 12 |
|
|
2020
Q1 | $3.48M | Sell |
122,420
-15,782
| -11% | -$449K | 3.46% | 11 |
|
|
2019
Q4 | $5.2M | Buy |
138,202
+9,003
| +7% | +$338K | 4.28% | 10 |
|
|
2019
Q3 | $4.43M | Buy |
129,199
+38,847
| +43% | +$1.33M | 3.99% | 11 |
|
|
2019
Q2 | $3.28M | Sell |
90,352
-25,111
| -22% | -$910K | 3% | 9 |
|
|
2019
Q1 | $4.19M | Buy |
115,463
+30,309
| +36% | +$1.1M | 4.05% | 10 |
|
|
2018
Q4 | $2.76M | Buy |
+85,154
| New | +$2.76M | 2.99% | 12 |
|