Number of Shares
142,394.00
Current Holdings Value*
$5.61 Mil
% of Portfolio
0.09%
Total Estimate Gain
$1.81 Mil
% of Total Estimate Gain
7.03%

Clearstead Advisors, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary

As of 2025-03-31, Clearstead Advisors, LLC held 142,394.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $5.61 Mil. This investment constitutes 0.09% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.05% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.

The initial trade took place in 2020Q3. And since then Clearstead Advisors, LLC has made 9 purchases of SPEM, at an average price of $37.29, for a total of 688,199.00 shares. In addition, there have been 6 sales at an average price of $39.15 for 545,805.00 shares. Based on historical transaction data and SPEM's current price of $42.81, Clearstead Advisors, LLC's estimated gain on his SPEM holdings is $1.81 Mil, reflecting a 7.03% gain to date.

Clearstead Advisors, LLC SPEM ($42.81) Holding Chart

Clearstead Advisors, LLC SPEM ($42.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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