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Benedetti & Gucer’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Benedetti & Gucer’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
-5,673
Closed -$201K – 151
2023
Q4 		$201K Buy
+5,673
New +$193K 0.11% 130
2021
Q4 		– Sell
-8,184
Closed -$315K – 99
2021
Q3 		$315K Buy
+8,184
New +$355K 0.24% 62

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

Benedetti & Gucer's SPEM Position: Q1 2024 in Review

Benedetti & Gucer sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024, closing a stake of 5,673 shares — an estimated $201K sold.

Benedetti & Gucer first reported a position in SPEM in Q3 2021 and held it in 2 quarters. The position peaked at $315K in Q3 2021. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

  • Benedetti & Gucer reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Benedetti & Gucer sold 5,673 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $201K.
  • Benedetti & Gucer first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2021 and held it in 2 quarters.
  • Benedetti & Gucer's State Street SPDR Portfolio Emerging Markets ETF position peaked at $315K in Q3 2021.
  • 714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.