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

Wintrust Investments’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
Q4 		– Sell
-8,451
Closed -$262K – 409
2022
Q3 		$262K Sell
8,451
-1,873
-18% -$63.7K 0.03% 327
2022
Q2 		$359K Buy
10,324
+5,086
+97% +$184K 0.04% 278
2022
Q1 		$202K Sell
5,238
-115
-2% -$4.63K 0.02% 392
2021
Q4 		$222K Buy
+5,353
New +$229K 0.02% 390

Other funds holding SPEM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Wintrust Investments's SPEM Position: Q4 2022 in Review

Wintrust Investments sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2022, closing a stake of 8,451 shares — an estimated $262K sold.

Wintrust Investments first reported a position in SPEM in Q4 2021 and held it in 4 quarters. The position peaked at $359K in Q2 2022. 615 funds tracked by Wall St. Rank hold SPEM as of Q4 2022.

  • Wintrust Investments reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Wintrust Investments sold 8,451 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2022, an estimated $262K.
  • Wintrust Investments first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
  • Wintrust Investments's State Street SPDR Portfolio Emerging Markets ETF position peaked at $359K in Q2 2022.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2022.

Based on Wintrust Investments's 13F filing for Q4 2022, filed 13 Feb 2023.