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

Eudaimonia 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
Q1 		$624K Buy
17,239
+1,059
+7% +$37.3K 0.33% 88
2023
Q4 		$573K Buy
16,180
+329
+2% +$11.2K 0.37% 80
2023
Q3 		$532K Buy
15,851
+1,839
+13% +$63.6K 0.37% 87
2023
Q2 		$482K Buy
14,012
+483
+4% +$16.5K 0.32% 87
2023
Q1 		$462K Buy
+13,529
New +$465K 0.31% 92
2022
Q2 		– Sell
-14,882
Closed -$575K – 172
2022
Q1 		$575K Sell
14,882
-18,044
-55% -$727K 0.33% 85
2021
Q4 		$1.37M Buy
+32,926
New +$1.41M 0.8% 30

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 $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Eudaimonia Advisors's SPEM Position: Q1 2024 in Review

Eudaimonia Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.5% in Q1 2024, buying an estimated $37.3K and bringing the position to 17,239 shares worth $624K. The position accounts for 0.33% of the portfolio, ranked #88.

Eudaimonia Advisors first reported a position in SPEM in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2021. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

  • Eudaimonia Advisors held 17,239 shares of State Street SPDR Portfolio Emerging Markets ETF worth $624K as of Q1 2024.
  • Eudaimonia Advisors bought 1,059 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $37.3K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.33% of Eudaimonia Advisors's portfolio in Q1 2024, its #88 holding.
  • Eudaimonia Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 7 quarters since.
  • Eudaimonia Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.37M in Q4 2021.
  • 714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.