BFEC
SPEM icon

Benjamin F. Edwards & Company’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$635K Buy
16,856
+435
+3% +$16.2K 0.01% 634
2024
Q1 		$594K Buy
16,421
+796
+5% +$28K 0.01% 626
2023
Q4 		$553K Buy
15,625
+301
+2% +$10.2K 0.01% 618
2023
Q3 		$514K Buy
15,324
+1,175
+8% +$40.6K 0.02% 511
2023
Q2 		$486K Sell
14,149
-5,301
-27% -$181K 0.02% 519
2023
Q1 		$664K Buy
19,450
+387
+2% +$13.3K 0.03% 422
2022
Q4 		$628K Sell
19,063
-12,513
-40% -$405K 0.03% 417
2022
Q3 		$980K Buy
31,576
+1,106
+4% +$37.6K 0.05% 314
2022
Q2 		$1.06M Buy
30,470
+5,497
+22% +$198K 0.05% 315
2022
Q1 		$965K Buy
24,973
+2,297
+10% +$92.5K 0.04% 348
2021
Q4 		$941K Buy
22,676
+2,583
+13% +$110K 0.04% 357
2021
Q3 		$855K Buy
20,093
+849
+4% +$36.9K 0.04% 362
2021
Q2 		$876K Buy
19,244
+1,508
+9% +$67.5K 0.04% 351
2021
Q1 		$776K Buy
17,736
+5,394
+44% +$241K 0.04% 372
2020
Q4 		$520K Buy
12,342
+312
+3% +$12.4K 0.03% 418
2020
Q3 		$440K Buy
12,030
+2,812
+31% +$103K 0.03% 420
2020
Q2 		$308K Buy
+9,218
New +$288K 0.02% 474

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Benjamin F. Edwards & Company's SPEM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.6% in Q2 2024, buying an estimated $16.2K and bringing the position to 16,856 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #634.

Benjamin F. Edwards & Company first reported a position in SPEM in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.06M in Q2 2022. 734 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • Benjamin F. Edwards & Company held 16,856 shares of State Street SPDR Portfolio Emerging Markets ETF worth $635K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 435 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $16.2K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #634 holding.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 17 quarters since.
  • Benjamin F. Edwards & Company's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.06M in Q2 2022.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.