Bank of Montreal’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Bank of Montreal’s Portfolio QEMM Stock Details QEMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-260	Closed	-$15.7K	–	3869
2024 Q3	$15.7K	Sell	260 -3,940	-94%	-$235K	﹤0.01%	3611
2024 Q2	$252K	Buy	+4,200	New	+$245K	﹤0.01%	2851
2023 Q4	–	Sell	-2,086	Closed	-$118K	–	4250
2023 Q3	$118K	Buy	+2,086	New	+$116K	﹤0.01%	3236
2023 Q2	–	Sell	-10,742	Closed	-$597K	–	4241
2023 Q1	$597K	Buy	+10,742	New	+$597K	﹤0.01%	2366
2021 Q3	–	Sell	-372	Closed	-$26K	–	3921
2021 Q2	$26K	Buy	+372	New	+$25.7K	﹤0.01%	3489

Other funds holding QEMM

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

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

EFA

Edge Financial Advisors Wheaton, Illinois $238M AUM 17.31% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

OFG

OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return

Bank of Montreal's QEMM Position: Q4 2024 in Review

Bank of Montreal sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q4 2024, closing a stake of 260 shares — an estimated $15.7K sold.

Bank of Montreal first reported a position in QEMM in Q2 2021 and held it in 5 quarters. The position peaked at $597K in Q1 2023. 35 funds tracked by Wall St. Rank hold QEMM as of Q4 2024.

Bank of Montreal reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 260 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q4 2024, an estimated $15.7K.
Bank of Montreal first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q2 2021 and held it in 5 quarters.
Bank of Montreal's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $597K in Q1 2023.
35 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.