B. Riley Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

B. Riley Wealth Advisors’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 Q4	–	Sell	-10,439	Closed	-$431K	–	1273
2024 Q3	$431K	Sell	10,439 -41	-0.4%	-$1.57K	0.01%	796
2024 Q2	$395K	Buy	10,480 +1,748	+20%	+$65.1K	0.01%	912
2024 Q1	$293K	Sell	8,732 -1,445	-14%	-$50.8K	0.01%	1048
2023 Q4	$360K	Buy	10,177 +1,445	+17%	+$49.1K	0.01%	971
2023 Q3	$293K	Buy	8,732 +1,301	+18%	+$45K	0.01%	1048
2023 Q2	$255K	Buy	7,431 +472	+7%	+$16.1K	0.01%	1210
2023 Q1	$238K	Buy	+6,959	New	+$239K	0.01%	1202
2015 Q1	–	Sell	-126	Closed	-$4	–	1778
2014 Q4	$4	Buy	+126	New	+$4.11K	﹤0.01%	3238

Other funds holding SPEM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

B. Riley Wealth Advisors's SPEM Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2024, closing a stake of 10,439 shares — an estimated $431K sold.

B. Riley Wealth Advisors first reported a position in SPEM in Q4 2014 and held it in 8 quarters. The position peaked at $431K in Q3 2024. 827 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,439 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $431K.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $431K in Q3 2024.
827 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.