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Carmichael Hill & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Carmichael Hill & Associates’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 		$38.8K Hold
939
– – 0.01% 406
2024
Q2 		$35.4K Hold
939
– – 0.01% 393
2024
Q1 		$34K Hold
939
– – 0.01% 406
2023
Q4 		$33.3K Hold
939
– – 0.01% 408
2023
Q3 		$31.5K Buy
+939
New +$32.5K 0.01% 400

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

Carmichael Hill & Associates's SPEM Position: Q3 2024 in Review

Carmichael Hill & Associates held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q3 2024 at 939 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #406.

Carmichael Hill & Associates first reported a position in SPEM in Q3 2023 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Carmichael Hill & Associates held 939 shares of State Street SPDR Portfolio Emerging Markets ETF worth $38.8K as of Q3 2024.
  • Carmichael Hill & Associates left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #406 holding.
  • Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 5 quarters since.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.