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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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