Waverly 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 | $6.85M | Buy |
160,360
+6,078
| +4% | +$260K | 0.08% | 244 |
|
|
2025
Q1 | $6.07M | Buy |
154,282
+10,053
| +7% | +$396K | 0.07% | 253 |
|
|
2024
Q4 | $5.53M | Buy |
144,229
+2,371
| +2% | +$91K | 0.09% | 203 |
|
|
2024
Q3 | $5.86M | Buy |
141,858
+2,350
| +2% | +$97K | 0.11% | 172 |
|
|
2024
Q2 | $5.26M | Sell |
139,508
-3,049
| -2% | -$115K | 0.1% | 179 |
|
|
2024
Q1 | $5.16M | Buy |
+142,557
| New | +$5.16M | 0.12% | 142 |
|