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Advisor Partners II’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Advisor Partners II’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
Q3 		$1.54M Buy
45,730
+34,696
+314% +$1.2M 0.06% 348
2023
Q2 		$379K Sell
11,034
-1,772
-14% -$60.6K 0.02% 701
2023
Q1 		$437K Buy
+12,806
New +$440K 0.02% 599

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Partners II's SPEM Position: Q3 2023 in Review

Advisor Partners II increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 314% in Q3 2023, buying an estimated $1.2M and bringing the position to 45,730 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #348.

Advisor Partners II first reported a position in SPEM in Q1 2023 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

  • Advisor Partners II held 45,730 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.54M as of Q3 2023.
  • Advisor Partners II bought 34,696 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $1.2M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.06% of Advisor Partners II's portfolio in Q3 2023, its #348 holding.
  • Advisor Partners II first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2023 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.