Coombe, Bender & Co’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Coombe, Bender & Co’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	$1.43M	Sell	37,898 -2,073	-5%	-$77.2K	0.84%	32
2024 Q1	$1.45M	Buy	39,971 +2,978	+8%	+$105K	0.88%	33
2023 Q4	$1.31M	Buy	36,993 +1,282	+4%	+$43.6K	0.82%	35
2023 Q3	$1.2M	Buy	35,711 +565	+2%	+$19.5K	0.9%	34
2023 Q2	$1.21M	Sell	35,146 -2,611	-7%	-$89.3K	0.88%	33
2023 Q1	$1.29M	Buy	37,757 +2,322	+7%	+$79.9K	1.01%	34
2022 Q4	$1.17M	Sell	35,435 -3,645	-9%	-$118K	1.07%	32
2022 Q3	$1.21M	Sell	39,080 -894	-2%	-$30.4K	1.08%	34
2022 Q2	$1.39M	Buy	+39,974	New	+$1.44M	1.18%	32

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 $376B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B 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