True Link Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

True Link Financial 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
2022 Q1	–	Sell	-95	Closed	-$4K	–	254
2021 Q4	$4K	Hold	95	–	–	﹤0.01%	696
2021 Q3	$4K	Hold	95	–	–	﹤0.01%	693
2021 Q2	$4K	Sell	95 -20	-17%	-$895	﹤0.01%	629
2021 Q1	$5K	Hold	115	–	–	﹤0.01%	640
2020 Q4	$5K	Buy	+115	New	+$4.56K	﹤0.01%	656

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

True Link Financial Advisors's SPEM Position: Q1 2022 in Review

True Link Financial Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2022, closing a stake of 95 shares — an estimated $4K sold.

True Link Financial Advisors first reported a position in SPEM in Q4 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 597 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

True Link Financial Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
True Link Financial Advisors sold 95 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2022, an estimated $4K.
True Link Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
True Link Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5K in Q1 2021.
597 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.