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Diversified’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Diversified’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 		$781K Buy
18,911
+937
+5% +$35.9K 0.09% 91
2024
Q2 		$677K Buy
17,974
+1,632
+10% +$60.8K 0.08% 92
2024
Q1 		$591K Buy
16,342
+2,732
+20% +$96.1K 0.08% 76
2023
Q4 		$482K Sell
13,610
-227
-2% -$7.72K 0.1% 81
2023
Q3 		$465K Buy
13,837
+3,169
+30% +$110K 0.12% 76
2023
Q2 		$367K Buy
+10,668
New +$365K 0.09% 89

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 $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Diversified's SPEM Position: Q3 2024 in Review

Diversified increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.2% in Q3 2024, buying an estimated $35.9K and bringing the position to 18,911 shares worth $781K. The position accounts for 0.09% of the portfolio, ranked #91.

Diversified first reported a position in SPEM in Q2 2023 and has held it in 6 quarters since. 767 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Diversified held 18,911 shares of State Street SPDR Portfolio Emerging Markets ETF worth $781K as of Q3 2024.
  • Diversified bought 937 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $35.9K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of Diversified's portfolio in Q3 2024, its #91 holding.
  • Diversified first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and has held it in 6 quarters since.
  • 767 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.