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TrustCore Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

TrustCore Financial Services’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
Q4 		$3.43K Sell
104
-26
-20% -$842 ﹤0.01% 857
2022
Q3 		$4K Buy
+130
New +$4.42K ﹤0.01% 906

Other funds holding SPEM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

TrustCore Financial Services's SPEM Position: Q4 2022 in Review

TrustCore Financial Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 20% in Q4 2022, selling an estimated $842 and leaving 104 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

TrustCore Financial Services first reported a position in SPEM in Q3 2022 and has held it in 2 quarters since. The position peaked at $4K in Q3 2022. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • TrustCore Financial Services held 104 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.43K as of Q4 2022.
  • TrustCore Financial Services sold 26 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $842.
  • State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #857 holding.
  • TrustCore Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2022 and has held it in 2 quarters since.
  • TrustCore Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4K in Q3 2022.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.