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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Coombe, Bender & Co's SPEM Position: Q2 2024 in Review

Coombe, Bender & Co reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.2% in Q2 2024, selling an estimated $77.2K and leaving 37,898 shares worth $1.43M. The position accounts for 0.84% of the portfolio, ranked #32.

Coombe, Bender & Co first reported a position in SPEM in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.45M in Q1 2024. 734 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

Coombe, Bender & Co held 37,898 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.43M as of Q2 2024.
Coombe, Bender & Co sold 2,073 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $77.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.84% of Coombe, Bender & Co's portfolio in Q2 2024, its #32 holding.
Coombe, Bender & Co first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.45M in Q1 2024.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.