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

Epic Trust Investment 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 		$353K Buy
9,367
+304
+3% +$11.3K 0.39% 69
2024
Q1 		$328K Buy
9,063
+1,073
+13% +$37.8K 0.4% 71
2023
Q4 		$283K Buy
+7,990
New +$272K 0.38% 73

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 $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $424B AUM 22.96% 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

Epic Trust Investment Advisors's SPEM Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.4% in Q2 2024, buying an estimated $11.3K and bringing the position to 9,367 shares worth $353K. The position accounts for 0.39% of the portfolio, ranked #69.

Epic Trust Investment Advisors first reported a position in SPEM in Q4 2023 and has held it in 3 quarters since. 733 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • Epic Trust Investment Advisors held 9,367 shares of State Street SPDR Portfolio Emerging Markets ETF worth $353K as of Q2 2024.
  • Epic Trust Investment Advisors bought 304 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $11.3K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.39% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #69 holding.
  • Epic Trust Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 3 quarters since.
  • 733 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.