ECG
SPEM icon

Edge Capital Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Edge Capital Group’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
Q4 		$948K Hold
24,698
– – 0.04% 170
2024
Q3 		$1.02M Buy
24,698
+250
+1% +$9.59K 0.05% 162
2024
Q2 		$921K Hold
24,448
– – 0.04% 172
2024
Q1 		$885K Hold
24,448
– – 0.04% 178
2023
Q4 		$866K Buy
24,448
+12,847
+111% +$437K 0.05% 177
2023
Q3 		$389K Hold
11,601
– – 0.03% 210
2023
Q2 		$399K Hold
11,601
– – 0.02% 232
2023
Q1 		$396K Buy
+11,601
New +$399K 0.02% 226

Other funds holding SPEM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Edge Capital Group's SPEM Position: Q4 2024 in Review

Edge Capital Group held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q4 2024 at 24,698 shares worth $948K. The position accounts for 0.04% of the portfolio, ranked #170.

Edge Capital Group first reported a position in SPEM in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2024. 827 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • Edge Capital Group held 24,698 shares of State Street SPDR Portfolio Emerging Markets ETF worth $948K as of Q4 2024.
  • Edge Capital Group left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q4 2024.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Edge Capital Group's portfolio in Q4 2024, its #170 holding.
  • Edge Capital Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2023 and has held it in 8 quarters since.
  • Edge Capital Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.02M in Q3 2024.
  • 827 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.