Avidian Wealth Enterprises’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Avidian Wealth Enterprises’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 Q1	–	Sell	-11,719	Closed	-$415K	–	462
2023 Q4	$415K	Buy	+11,719	New	+$399K	0.03%	292
2023 Q1	–	Sell	-26,990	Closed	-$890K	–	503
2022 Q4	$890K	Buy	+26,990	New	+$874K	0.06%	192
2022 Q3	–	Sell	-73,934	Closed	-$2.57M	–	464
2022 Q2	$2.57M	Buy	73,934 +2,147	+3%	+$77.5K	0.18%	91
2022 Q1	$2.77M	Sell	71,787 -168,112	-70%	-$6.77M	0.17%	99
2021 Q4	$9.95M	Buy	+239,899	New	+$10.3M	0.62%	33

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

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

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

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

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

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

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

Avidian Wealth Enterprises's SPEM Position: Q1 2024 in Review

Avidian Wealth Enterprises sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024, closing a stake of 11,719 shares — an estimated $415K sold.

Avidian Wealth Enterprises first reported a position in SPEM in Q4 2021 and held it in 5 quarters. The position peaked at $9.95M in Q4 2021. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

Avidian Wealth Enterprises reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Avidian Wealth Enterprises sold 11,719 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $415K.
Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 5 quarters.
Avidian Wealth Enterprises's State Street SPDR Portfolio Emerging Markets ETF position peaked at $9.95M in Q4 2021.
714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2024, filed 3 May 2024.