Cedar Brook Financial Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cedar Brook Financial Partners’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	-24,204	Closed	-$876K	–	348
2024 Q1	$876K	Buy	24,204 +13,906	+135%	+$489K	0.17%	139
2023 Q4	$358K	Buy	10,298 +3,407	+49%	+$116K	0.08%	250
2023 Q3	$231K	Buy	6,891 +383	+6%	+$13.2K	0.06%	316
2023 Q2	$224K	Buy	+6,508	New	+$223K	0.05%	351
2019 Q2	–	Sell	-5,682	Closed	-$203K	–	314
2019 Q1	$203K	Buy	+5,682	New	+$198K	0.1%	271

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cedar Brook Financial Partners's SPEM Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 24,204 shares — an estimated $876K sold.

Cedar Brook Financial Partners first reported a position in SPEM in Q1 2019 and held it in 5 quarters. The position peaked at $876K in Q1 2024. 734 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

Cedar Brook Financial Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 24,204 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $876K.
Cedar Brook Financial Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 5 quarters.
Cedar Brook Financial Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $876K in Q1 2024.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.