WFAG
Worth Financial Advisory Group’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
27,074
-1,130
| -4% | -$48.3K | 0.71% | 34 |
|
|
2025
Q1 | $1.11M | Sell |
28,204
-6,084
| -18% | -$240K | 0.71% | 34 |
|
|
2024
Q4 | $1.32M | Sell |
34,288
-4,775
| -12% | -$183K | 0.81% | 29 |
|
|
2024
Q3 | $1.61M | Buy |
39,063
+4,375
| +13% | +$181K | 0.95% | 24 |
|
|
2024
Q2 | $1.31M | Buy |
34,688
+3,985
| +13% | +$150K | 0.86% | 26 |
|
|
2024
Q1 | $1.11M | Buy |
30,703
+10,424
| +51% | +$377K | 0.77% | 31 |
|
|
2023
Q4 | $718K | Buy |
20,279
+1,994
| +11% | +$70.6K | 0.57% | 43 |
|
|
2023
Q3 | $614K | Buy |
18,285
+1,881
| +11% | +$63.1K | 0.55% | 48 |
|
|
2023
Q2 | $564K | Buy |
16,404
+787
| +5% | +$27.1K | 0.52% | 54 |
|
|
2023
Q1 | $533K | Buy |
15,617
+2,274
| +17% | +$77.6K | 0.51% | 62 |
|
|
2022
Q4 | $440K | Buy |
+13,343
| New | +$440K | 0.51% | 54 |
|