WealthOne’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

WealthOne’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
2021 Q4	–	Sell	-6,108	Closed	-$260K	–	127
2021 Q3	$260K	Buy	+6,108	New	+$265K	0.1%	113
2021 Q2	–	Sell	-19,945	Closed	-$873K	–	138
2021 Q1	$873K	Buy	+19,945	New	+$892K	0.38%	37
2019 Q1	–	Sell	-837	Closed	-$27K	–	469
2018 Q4	$27K	Buy	+837	New	+$27.6K	0.02%	242

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthOne's SPEM Position: Q4 2021 in Review

WealthOne sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2021, closing a stake of 6,108 shares — an estimated $260K sold.

WealthOne first reported a position in SPEM in Q4 2018 and held it in 3 quarters. The position peaked at $873K in Q1 2021. 578 funds tracked by Wall St. Rank hold SPEM as of Q4 2021.

WealthOne reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
WealthOne sold 6,108 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2021, an estimated $260K.
WealthOne first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 3 quarters.
WealthOne's State Street SPDR Portfolio Emerging Markets ETF position peaked at $873K in Q1 2021.
578 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2021.

Based on WealthOne's 13F filing for Q4 2021, filed 11 Feb 2022.