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Buckingham Strategic Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Buckingham Strategic Wealth’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 		$1.82M Buy
48,276
+900
+2% +$33.5K 0.02% 247
2024
Q1 		$1.71M Buy
47,376
+960
+2% +$33.8K 0.02% 259
2023
Q4 		$1.64M Sell
46,416
-1,725
-4% -$58.7K 0.02% 259
2023
Q3 		$1.62M Buy
48,141
+665
+1% +$23K 0.02% 232
2023
Q2 		$1.63M Sell
47,476
-412
-0.9% -$14.1K 0.02% 234
2023
Q1 		$1.58M Hold
47,888
– – 0.03% 211
2022
Q4 		$1.58M Sell
47,888
-4,580
-9% -$148K 0.03% 212
2022
Q3 		$1.63M Buy
52,468
+7,208
+16% +$245K 0.03% 193
2022
Q2 		$1.57M Sell
45,260
-8,321
-16% -$300K 0.03% 203
2022
Q1 		$2.07M Buy
53,581
+6,516
+14% +$263K 0.04% 176
2021
Q4 		$1.95M Sell
47,065
-3,271
-6% -$140K 0.04% 183
2021
Q3 		$2.14M Buy
50,336
+32,057
+175% +$1.39M 0.04% 166
2021
Q2 		$832K Sell
18,279
-945
-5% -$42.3K 0.02% 268
2021
Q1 		$842K Sell
19,224
-559
-3% -$25K 0.04% 256
2020
Q4 		$834K Buy
19,783
+12,442
+169% +$494K 0.04% 244
2020
Q3 		$268K Sell
7,341
-9,667
-57% -$353K 0.02% 400
2020
Q2 		$569K Sell
17,008
-16,488
-49% -$516K 0.05% 202
2020
Q1 		$953K Buy
+33,496
New +$1.15M 0.09% 168

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Buckingham Strategic Wealth's SPEM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.9% in Q2 2024, buying an estimated $33.5K and bringing the position to 48,276 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #247.

Buckingham Strategic Wealth first reported a position in SPEM in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.14M in Q3 2021. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • Buckingham Strategic Wealth held 48,276 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.82M as of Q2 2024.
  • Buckingham Strategic Wealth bought 900 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $33.5K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #247 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 18 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.14M in Q3 2021.
  • 731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.