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Axiom Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Axiom Advisory’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 		$934K Buy
24,362
+6,074
+33% +$233K 0.01% 169
2024
Q2 		$681K Buy
+18,288
New +$681K 0.01% 189

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Axiom Advisory's SPEM Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 33% in Q3 2024, buying an estimated $233K and bringing the position to 24,362 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #169.

Axiom Advisory first reported a position in SPEM in Q2 2024 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Axiom Advisory held 24,362 shares of State Street SPDR Portfolio Emerging Markets ETF worth $934K as of Q3 2024.
  • Axiom Advisory bought 6,074 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $233K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #169 holding.
  • Axiom Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.