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Zullo Investment Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-553
Closed -$18.2K – 620
2022
Q4 		$18.2K Hold
553
– – 0.01% 411
2022
Q3 		$17K Buy
553
+59
+12% +$2.01K 0.01% 418
2022
Q2 		$17K Buy
494
+3
+0.6% +$108 0.01% 424
2022
Q1 		$19K Buy
491
+22
+5% +$886 0.01% 433
2021
Q4 		$19K Buy
+469
New +$20.1K 0.01% 436

Other funds holding SPEM

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Zullo Investment Group's SPEM Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2023, closing a stake of 553 shares — an estimated $18.2K sold.

Zullo Investment Group first reported a position in SPEM in Q4 2021 and held it in 5 quarters. The position peaked at $19K in Q1 2022. 619 funds tracked by Wall St. Rank hold SPEM as of Q1 2023.

  • Zullo Investment Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 553 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2023, an estimated $18.2K.
  • Zullo Investment Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $19K in Q1 2022.
  • 619 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.