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Clear Rock Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Clear Rock Advisors’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 		$496K Sell
13,176
-467
-3% -$17.4K 0.21% 50
2024
Q1 		$494K Sell
13,643
-767
-5% -$27K 0.21% 52
2023
Q4 		$503K Buy
+14,410
New +$490K 0.23% 49

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

Clear Rock Advisors's SPEM Position: Q2 2024 in Review

Clear Rock Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.4% in Q2 2024, selling an estimated $17.4K and leaving 13,176 shares worth $496K. The position accounts for 0.21% of the portfolio, ranked #50.

Clear Rock Advisors first reported a position in SPEM in Q4 2023 and has held it in 3 quarters since. The position peaked at $503K in Q4 2023. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • Clear Rock Advisors held 13,176 shares of State Street SPDR Portfolio Emerging Markets ETF worth $496K as of Q2 2024.
  • Clear Rock Advisors sold 467 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $17.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.21% of Clear Rock Advisors's portfolio in Q2 2024, its #50 holding.
  • Clear Rock Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $503K in Q4 2023.
  • 731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.