KWB Wealth SPEM Holdings History
KWB Wealth's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-06-30, KWB Wealth held 581,753.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $22.90 Mil. This investment constitutes 2.78% of their stock portfolio, and KWB Wealth now holds 0.2% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2020Q4. And since then KWB Wealth has made 6 purchases of SPEM, at an average price of $40.17, for a total of 1.11 Mil shares. In addition, there have been 11 sales at an average price of $36.96 for 528,250.00 shares. Based on historical transaction data and SPEM's current price of $43.57, KWB Wealth's estimated gain on his SPEM holdings is $274,762.01, reflecting a 0.62% gain to date.
KWB Wealth SPEM ($43.57) Holding Chart
KWB Wealth SPEM ($43.57) 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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