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Bridge Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bridge Advisory’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 		$2.18M Sell
52,703
-2,115
-4% -$81.1K 1.04% 28
2024
Q2 		$2.06M Buy
54,818
+2,828
+5% +$105K 1.02% 29
2024
Q1 		$1.88M Buy
51,990
+19,935
+62% +$701K 0.93% 34
2023
Q4 		$1.14M Buy
32,055
+1,602
+5% +$54.5K 0.57% 47
2023
Q3 		$1.02M Sell
30,453
-376
-1% -$13K 0.36% 63
2023
Q2 		$1.06M Buy
30,829
+483
+2% +$16.5K 0.39% 56
2023
Q1 		$1.04M Sell
30,346
-25,876
-46% -$890K 0.4% 54
2022
Q4 		$1.85M Buy
56,222
+700
+1% +$22.7K 0.77% 29
2022
Q3 		$1.72M Sell
55,522
-1,018
-2% -$34.6K 0.84% 28
2022
Q2 		$1.9M Sell
56,540
-697
-1% -$25.2K 0.92% 20
2022
Q1 		$2.21M Buy
57,237
+14,062
+33% +$567K 0.97% 21
2021
Q4 		$1.79M Buy
43,175
+676
+2% +$28.9K 0.81% 24
2021
Q3 		$1.81M Buy
42,499
+7,199
+20% +$313K 0.89% 21
2021
Q2 		$1.61M Buy
35,300
+8,290
+31% +$371K 0.82% 21
2021
Q1 		$1.18M Sell
27,010
-12,829
-32% -$573K 0.73% 22
2020
Q4 		$1.68M Buy
+39,839
New +$1.58M 0.79% 20

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

Bridge Advisory's SPEM Position: Q3 2024 in Review

Bridge Advisory reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.9% in Q3 2024, selling an estimated $81.1K and leaving 52,703 shares worth $2.18M. The position accounts for 1.04% of the portfolio, ranked #28.

Bridge Advisory first reported a position in SPEM in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.21M in Q1 2022. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Bridge Advisory held 52,703 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.18M as of Q3 2024.
  • Bridge Advisory sold 2,115 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $81.1K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.04% of Bridge Advisory's portfolio in Q3 2024, its #28 holding.
  • Bridge Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 16 quarters since.
  • Bridge Advisory's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.21M in Q1 2022.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.