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Colonial Trust Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Colonial Trust 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 		– Sell
-35
Closed -$1.27K – 990
2024
Q1 		$1.27K Buy
+35
New +$1.23K ﹤0.01% 844

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

Colonial Trust Advisors's SPEM Position: Q2 2024 in Review

Colonial Trust Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 35 shares — an estimated $1.27K sold.

Colonial Trust Advisors first reported a position in SPEM in Q1 2024 and held it in 1 quarter. The position peaked at $1.27K in Q1 2024. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • Colonial Trust Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 35 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $1.27K.
  • Colonial Trust Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.27K in Q1 2024.
  • 731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.