Waller Financial Planning Group’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $910K | Hold |
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|
2025
Q2 | $831K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $19.3M | Buy |
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|
2024
Q2 | $17.5M | Sell |
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|
2024
Q1 | $16.8M | Sell |
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|
2023
Q4 | $16.9M | Buy |
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|
2023
Q3 | $15.7M | Buy |
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|
2023
Q2 | $16.1M | Buy |
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|
2023
Q1 | $15.9M | Buy |
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|
2022
Q4 | $15.3M | Sell |
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|
2022
Q3 | $15.2M | Buy |
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|
2022
Q2 | $16.5M | Buy |
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|
2022
Q1 | $16.4M | Buy |
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|
2021
Q4 | $15.9M | Buy |
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|
2021
Q3 | $13.3M | Buy |
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|
2021
Q2 | $13M | Buy |
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|
2021
Q1 | $12.1M | Buy |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $7.07M | Buy |
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|
2020
Q2 | $6.38M | Buy |
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|
2020
Q1 | $3.94M | Buy |
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|
2019
Q4 | $4.77M | Buy |
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|
2019
Q3 | $4.47M | Buy |
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|
2019
Q2 | $4.09M | Buy |
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|
2019
Q1 | $3.82M | Buy |
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|
2018
Q4 | $3.27M | Buy |
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