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Boston Mountain Money Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Boston Mountain Money 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
2024
Q3 		$3.27M Buy
79,282
+376
+0.5% +$14.4K 1.9% 14
2024
Q2 		$2.97M Sell
78,906
-2,635
-3% -$98.1K 1.96% 13
2024
Q1 		$2.95M Buy
+81,541
New +$2.87M 2.02% 12

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

Boston Mountain Money Management's SPEM Position: Q3 2024 in Review

Boston Mountain Money Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.48% in Q3 2024, buying an estimated $14.4K and bringing the position to 79,282 shares worth $3.27M. The position accounts for 1.9% of the portfolio, ranked #14.

Boston Mountain Money Management first reported a position in SPEM in Q1 2024 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Boston Mountain Money Management held 79,282 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.27M as of Q3 2024.
  • Boston Mountain Money Management bought 376 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $14.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.9% of Boston Mountain Money Management's portfolio in Q3 2024, its #14 holding.
  • Boston Mountain Money Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 3 quarters since.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.