WealthPlan Investment Management’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 | $431K | Buy |
10,076
+1,455
| +17% | +$62.2K | 0.03% | 253 |
|
|
2025
Q1 | $339K | Buy |
8,621
+62
| +0.7% | +$2.44K | 0.03% | 210 |
|
|
2024
Q4 | $328K | Buy |
8,559
+155
| +2% | +$5.95K | 0.03% | 211 |
|
|
2024
Q3 | $347K | Buy |
+8,404
| New | +$347K | 0.04% | 188 |
|
|
2023
Q1 | – | Sell |
-7,227
| Closed | -$253K | – | 554 |
|
|
2022
Q4 | $253K | Buy |
7,227
+468
| +7% | +$16.4K | 0.02% | 337 |
|
|
2022
Q3 | $229K | Buy |
+6,759
| New | +$229K | 0.02% | 332 |
|
|
2022
Q1 | $242K | Buy |
+6,658
| New | +$242K | 0.02% | 350 |
|