Westover Capital Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Westover Capital 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 Q2	–	Sell	-6,722	Closed	-$260K	–	187
2022 Q1	$260K	Sell	6,722 -73	-1%	-$2.94K	0.08%	159
2021 Q4	$282K	Sell	6,795 -40	-0.6%	-$1.71K	0.08%	151
2021 Q3	$291K	Sell	6,835 -257	-4%	-$11.2K	0.09%	145
2021 Q2	$323K	Sell	7,092 -8	-0.1%	-$358	0.1%	136
2021 Q1	$311K	Sell	7,100 -16	-0.2%	-$715	0.11%	132
2020 Q4	$300K	Sell	7,116 -64	-0.9%	-$2.54K	0.11%	117
2020 Q3	$263K	Sell	7,180 -3,551	-33%	-$130K	0.11%	116
2020 Q2	$359K	Sell	10,731 -5,020	-32%	-$157K	0.17%	89
2020 Q1	$448K	Buy	+15,751	New	+$542K	0.24%	82

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Westover Capital Advisors's SPEM Position: Q2 2022 in Review

Westover Capital Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 6,722 shares — an estimated $260K sold.

Westover Capital Advisors first reported a position in SPEM in Q1 2020 and held it in 9 quarters. The position peaked at $448K in Q1 2020. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

Westover Capital Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Westover Capital Advisors sold 6,722 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $260K.
Westover Capital Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and held it in 9 quarters.
Westover Capital Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $448K in Q1 2020.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Westover Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.