Annapolis Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Annapolis Financial Services’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
2024 Q3	$1.55M	Sell	37,571 -442	-1%	-$16.9K	0.46%	43
2024 Q2	$1.43M	Sell	38,013 -59	-0.2%	-$2.2K	0.46%	44
2024 Q1	$1.38M	Buy	38,072 +145	+0.4%	+$5.1K	0.45%	45
2023 Q4	$1.34M	Sell	37,927 -27,150	-42%	-$923K	0.34%	62
2023 Q3	$2.18M	Sell	65,077 -2,992	-4%	-$103K	0.63%	44
2023 Q2	$2.34M	Buy	68,069 +122	+0.2%	+$4.17K	0.67%	41
2023 Q1	$2.32M	Hold	67,947	–	–	0.7%	39
2022 Q4	$2.24M	Buy	67,947 +376	+0.6%	+$12.2K	0.73%	38
2022 Q3	$2.1M	Sell	67,571 -262	-0.4%	-$8.91K	0.77%	37
2022 Q2	$2.36M	Buy	67,833 +14,445	+27%	+$522K	0.86%	34
2022 Q1	$2.06M	Buy	53,388 +200	+0.4%	+$8.06K	0.67%	39
2021 Q4	$2.21M	Buy	53,188 +196	+0.4%	+$8.38K	0.69%	35
2021 Q3	$2.25M	Hold	52,992	–	–	0.75%	34
2021 Q2	$2.41M	Buy	52,992 +142	+0.3%	+$6.36K	0.81%	34
2021 Q1	$2.31M	Hold	52,850	–	–	0.85%	32
2020 Q4	$2.23M	Buy	+52,850	New	+$2.1M	0.87%	31

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Annapolis Financial Services's SPEM Position: Q3 2024 in Review

Annapolis Financial Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.2% in Q3 2024, selling an estimated $16.9K and leaving 37,571 shares worth $1.55M. The position accounts for 0.46% of the portfolio, ranked #43.

Annapolis Financial Services first reported a position in SPEM in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.41M in Q2 2021. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

Annapolis Financial Services held 37,571 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.55M as of Q3 2024.
Annapolis Financial Services sold 442 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $16.9K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.46% of Annapolis Financial Services's portfolio in Q3 2024, its #43 holding.
Annapolis Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.41M in Q2 2021.
765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.