Wealthstreet Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Wealthstreet Investment Advisors’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
2022 Q1	$23K	Hold	600	–	–	0.62%	37
2021 Q4	$25K	Hold	600	–	–	0.62%	36
2021 Q3	$26K	Sell	600 -500	-45%	-$21.7K	0.72%	35
2021 Q2	$50K	Sell	1,100 -50,092	-98%	-$2.24M	0.26%	58
2021 Q1	$2.24M	Buy	51,192 +5,199	+11%	+$232K	0.22%	110
2020 Q4	$1.94M	Sell	45,993 -1,142	-2%	-$45.3K	0.2%	114
2020 Q3	$1.72M	Buy	47,135 +4,434	+10%	+$162K	0.19%	114
2020 Q2	$1.43M	Sell	42,701 -72	-0.2%	-$2.25K	0.18%	117
2020 Q1	$1.22M	Buy	42,773 +1,263	+3%	+$43.4K	0.18%	113
2019 Q4	$1.56M	Buy	41,510 +19,091	+85%	+$688K	0.18%	118
2019 Q3	$803K	Sell	22,419 -6,425	-22%	-$223K	0.1%	163
2019 Q2	$1.03M	Buy	28,844 +3,502	+14%	+$124K	0.13%	145
2019 Q1	$906K	Buy	25,342 +7,180	+40%	+$250K	0.12%	152
2018 Q4	$624K	Buy	+18,162	New	+$599K	0.09%	186

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

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Wealthstreet Investment Advisors's SPEM Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2022 at 600 shares worth $23K. The position accounts for 0.62% of the portfolio, ranked #37.

Wealthstreet Investment Advisors first reported a position in SPEM in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.24M in Q1 2021. 595 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

Wealthstreet Investment Advisors held 600 shares of State Street SPDR Portfolio Emerging Markets ETF worth $23K as of Q1 2022.
Wealthstreet Investment Advisors left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2022.
State Street SPDR Portfolio Emerging Markets ETF made up 0.62% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #37 holding.
Wealthstreet Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 14 quarters since.
Wealthstreet Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.24M in Q1 2021.
595 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.