Certus Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Certus Wealth Management’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	–	Sell	-15,828	Closed	-$596K	–	52
2024 Q2	$596K	Sell	15,828 -1,589	-9%	-$59.2K	0.45%	41
2024 Q1	$655K	Sell	17,417 -5,001	-22%	-$176K	0.52%	36
2023 Q4	$794K	Sell	22,418 -1,255	-5%	-$42.7K	0.67%	30
2023 Q3	$795K	Sell	23,673 -1,737	-7%	-$60K	0.76%	28
2023 Q2	$874K	Buy	+25,410	New	+$869K	0.87%	30

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Certus Wealth Management's SPEM Position: Q3 2024 in Review

Certus Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2024, closing a stake of 15,828 shares — an estimated $596K sold.

Certus Wealth Management first reported a position in SPEM in Q2 2023 and held it in 5 quarters. The position peaked at $874K in Q2 2023. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

Certus Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Certus Wealth Management sold 15,828 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $596K.
Certus Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and held it in 5 quarters.
Certus Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $874K in Q2 2023.
765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Certus Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.