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Western Pacific Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Western Pacific Wealth Management’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
2023
Q2 		– Sell
-21
Closed -$716 – 306
2023
Q1 		$716 Buy
+21
New +$722 ﹤0.01% 280

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Western Pacific Wealth Management's SPEM Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2023, closing a stake of 21 shares — an estimated $716 sold.

Western Pacific Wealth Management first reported a position in SPEM in Q1 2023 and held it in 1 quarter. The position peaked at $716 in Q1 2023. 630 funds tracked by Wall St. Rank hold SPEM as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 21 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2023, an estimated $716.
  • Western Pacific Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2023 and held it in 1 quarter.
  • Western Pacific Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $716 in Q1 2023.
  • 630 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.