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Callan Capital’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Callan Capital’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 		– Sell
-6,000
Closed -$217K – 326
2024
Q1 		$217K Sell
6,000
-1,512
-20% -$53.2K 0.02% 261
2023
Q4 		$266K Buy
7,512
+33
+0.4% +$1.12K 0.03% 183
2023
Q3 		$251K Buy
+7,479
New +$259K 0.03% 172

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

Callan Capital's SPEM Position: Q2 2024 in Review

Callan Capital sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 6,000 shares — an estimated $217K sold.

Callan Capital first reported a position in SPEM in Q3 2023 and held it in 3 quarters. The position peaked at $266K in Q4 2023. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • Callan Capital reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Callan Capital sold 6,000 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $217K.
  • Callan Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and held it in 3 quarters.
  • Callan Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $266K in Q4 2023.
  • 731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Callan Capital's 13F filing for Q2 2024, filed 12 Aug 2024.