Tri-Star Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Tri-Star 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 Q1	–	Sell	-10,264	Closed	-$363K	–	59
2022 Q4	$363K	Sell	10,264 -32	-0.3%	-$1.04K	0.18%	26
2022 Q3	$325K	Buy	+10,296	New	+$350K	0.17%	46
2022 Q2	–	Sell	-9,277	Closed	-$332K	–	63
2022 Q1	$332K	Buy	+9,277	New	+$374K	0.15%	45
2021 Q3	–	Sell	-5,576	Closed	-$254K	–	54
2021 Q2	$254K	Sell	5,576 -265	-5%	-$11.9K	0.11%	42
2021 Q1	$259K	Buy	+5,841	New	+$261K	0.13%	42

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Tri-Star Advisors's SPEM Position: Q1 2023 in Review

Tri-Star Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2023, closing a stake of 10,264 shares — an estimated $363K sold.

Tri-Star Advisors first reported a position in SPEM in Q1 2021 and held it in 5 quarters. The position peaked at $363K in Q4 2022. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

Tri-Star Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Tri-Star Advisors sold 10,264 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $363K.
Tri-Star Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and held it in 5 quarters.
Tri-Star Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $363K in Q4 2022.
619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on Tri-Star Advisors's 13F filing for Q1 2023, filed 5 May 2023.