Baker Avenue Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Baker Avenue Asset Management’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 Q4	–	Sell	-2,000	Closed	-$67.1K	–	1320
2023 Q3	$67.1K	Hold	2,000	–	–	﹤0.01%	484
2023 Q2	$68.8K	Hold	2,000	–	–	﹤0.01%	480
2023 Q1	$68.3K	Hold	2,000	–	–	﹤0.01%	488
2022 Q4	$65.9K	Buy	+2,000	New	+$64.8K	﹤0.01%	461

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Avenue Asset Management's SPEM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2023, closing a stake of 2,000 shares — an estimated $67.1K sold.

Baker Avenue Asset Management first reported a position in SPEM in Q4 2022 and held it in 4 quarters. The position peaked at $68.8K in Q2 2023. 722 funds tracked by Wall St. Rank hold SPEM as of Q4 2023.

Baker Avenue Asset Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 2,000 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2023, an estimated $67.1K.
Baker Avenue Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $68.8K in Q2 2023.
722 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.