United Capital 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 | $5.61M | Sell |
131,302
-28,676
| -18% | -$1.23M | 0.05% | 263 |
|
|
2025
Q1 | $6.3M | Sell |
159,978
-11,819
| -7% | -$465K | 0.05% | 242 |
|
|
2024
Q4 | $6.59M | Sell |
171,797
-7,352
| -4% | -$282K | 0.06% | 222 |
|
|
2024
Q3 | $7.4M | Sell |
179,149
-8,980
| -5% | -$371K | 0.06% | 213 |
|
|
2024
Q2 | $7.09M | Sell |
188,129
-16,290
| -8% | -$614K | 0.06% | 213 |
|
|
2024
Q1 | $7.4M | Sell |
204,419
-65,858
| -24% | -$2.38M | 0.06% | 213 |
|
|
2023
Q4 | $9.57M | Sell |
270,277
-413,722
| -60% | -$14.6M | 0.08% | 195 |
|
|
2023
Q3 | $23M | Sell |
683,999
-5,181
| -0.8% | -$174K | 0.15% | 139 |
|
|
2023
Q2 | $23.7M | Buy |
689,180
+17,591
| +3% | +$605K | 0.13% | 144 |
|
|
2023
Q1 | $22.9M | Buy |
671,589
+7,884
| +1% | +$269K | 0.13% | 152 |
|
|
2022
Q4 | $21.9M | Sell |
663,705
-34,511
| -5% | -$1.14M | 0.12% | 163 |
|
|
2022
Q3 | $21.7M | Sell |
698,216
-11,732
| -2% | -$364K | 0.13% | 150 |
|
|
2022
Q2 | $24.7M | Buy |
709,948
+4,966
| +0.7% | +$173K | 0.14% | 149 |
|
|
2022
Q1 | $27.2M | Buy |
704,982
+3,148
| +0.4% | +$122K | 0.13% | 156 |
|
|
2021
Q4 | $29.1M | Buy |
701,834
+23,762
| +4% | +$986K | 0.13% | 158 |
|
|
2021
Q3 | $28.8M | Buy |
678,072
+31,985
| +5% | +$1.36M | 0.14% | 147 |
|
|
2021
Q2 | $29.4M | Buy |
646,087
+16,544
| +3% | +$753K | 0.15% | 145 |
|
|
2021
Q1 | $27.6M | Sell |
629,543
-24,948
| -4% | -$1.09M | 0.15% | 146 |
|
|
2020
Q4 | $27.6M | Sell |
654,491
-2,782
| -0.4% | -$117K | 0.17% | 135 |
|
|
2020
Q3 | $24M | Buy |
657,273
+10,417
| +2% | +$381K | 0.16% | 150 |
|
|
2020
Q2 | $21.6M | Buy |
646,856
+12,514
| +2% | +$419K | 0.16% | 143 |
|
|
2020
Q1 | $18.1M | Buy |
634,342
+36,134
| +6% | +$1.03M | 0.15% | 152 |
|
|
2019
Q4 | $22.5M | Buy |
598,208
+406,806
| +213% | +$15.3M | 0.15% | 168 |
|
|
2019
Q3 | $6.56M | Buy |
191,402
+50,003
| +35% | +$1.71M | 0.05% | 353 |
|
|
2019
Q2 | $5.06M | Buy |
141,399
+60,675
| +75% | +$2.17M | 0.03% | 422 |
|
|
2019
Q1 | $2.89M | Buy |
80,724
+16,727
| +26% | +$598K | 0.02% | 515 |
|
|
2018
Q4 | $2.07M | Buy |
63,997
+28,643
| +81% | +$927K | 0.02% | 552 |
|
|
2018
Q3 | $1.23M | Sell |
35,354
-810
| -2% | -$28.2K | 0.01% | 720 |
|
|
2018
Q2 | $1.28M | Sell |
36,164
-892
| -2% | -$31.5K | 0.01% | 704 |
|
|
2018
Q1 | $1.46M | Sell |
37,056
-1,612
| -4% | -$63.3K | 0.01% | 675 |
|
|
2017
Q4 | $1.48M | Sell |
38,668
-4,386
| -10% | -$167K | 0.01% | 681 |
|
|
2017
Q3 | $1.56M | Sell |
43,054
-1,192
| -3% | -$43.2K | 0.01% | 644 |
|
|
2017
Q2 | $1.47M | Sell |
44,246
-4,200
| -9% | -$140K | 0.01% | 652 |
|
|
2017
Q1 | $1.55M | Sell |
48,446
-1,916
| -4% | -$61.5K | 0.01% | 626 |
|
|
2016
Q4 | $1.44M | Sell |
50,362
-7,586
| -13% | -$217K | 0.01% | 639 |
|
|
2016
Q3 | $1.76M | Buy |
57,948
+4,474
| +8% | +$135K | 0.02% | 623 |
|
|
2016
Q2 | $1.5M | Buy |
53,474
+5,996
| +13% | +$168K | 0.02% | 623 |
|
|
2016
Q1 | $1.3M | Buy |
+47,478
| New | +$1.3M | 0.01% | 635 |
|
|
2015
Q3 | – | Sell |
-17,512
| Closed | -$564K | – | 1310 |
|
|
2015
Q2 | $564K | Buy |
17,512
+2,530
| +17% | +$81.5K | 0.01% | 872 |
|
|
2015
Q1 | $515K | Buy |
+14,982
| New | +$515K | 0.01% | 884 |
|
|
2013
Q4 | – | Sell |
-14,390
| Closed | -$454K | – | 750 |
|
|
2013
Q3 | $454K | Sell |
14,390
-1,420
| -9% | -$44.8K | 0.01% | 464 |
|
|
2013
Q2 | $471K | Buy |
+15,810
| New | +$471K | 0.01% | 516 |
|