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Brophy Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Brophy Wealth 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 		$404K Buy
+9,790
New +$375K 0.14% 153

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

Brophy Wealth Management's SPEM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2024: 9,790 shares worth $404K. The stake represents 0.14% of the portfolio and ranks #153 among its holdings.

765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Brophy Wealth Management held 9,790 shares of State Street SPDR Portfolio Emerging Markets ETF worth $404K as of Q3 2024.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Brophy Wealth Management position in Q3 2024.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.14% of Brophy Wealth Management's portfolio in Q3 2024, its #153 holding.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.