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

Eudaimonia Partners’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 		$1.16M Buy
32,021
+1,274
+4% +$44.8K 0.28% 83
2023
Q4 		$1.09M Buy
30,747
+1,272
+4% +$43.3K 0.28% 79
2023
Q3 		$989K Sell
29,475
-2,160
-7% -$74.7K 0.24% 95
2023
Q2 		$1.09M Buy
31,635
+7,825
+33% +$268K 0.24% 103
2023
Q1 		$813K Buy
23,810
+13,648
+134% +$469K 0.2% 120
2022
Q4 		$335K Buy
+10,162
New +$329K 0.08% 238
2022
Q3 		– Sell
-7,770
Closed -$270K – 404
2022
Q2 		$270K Sell
7,770
-5,724
-42% -$207K 0.05% 311
2022
Q1 		$521K Buy
+13,494
New +$544K 0.09% 231
2021
Q3 		$891K Buy
20,943
+5,774
+38% +$251K 0.16% 154
2021
Q2 		$690K Buy
15,169
+4,969
+49% +$222K 0.13% 184
2021
Q1 		$447K Buy
10,200
+2,665
+35% +$119K 0.09% 212
2020
Q4 		$318K Sell
7,535
-835
-10% -$33.1K 0.07% 244
2020
Q3 		$306K Buy
8,370
+511
+7% +$18.6K 0.08% 229
2020
Q2 		$263K Buy
7,859
+4,625
+143% +$145K 0.1% 206
2020
Q1 		$92K Buy
+3,234
New +$111K 0.04% 348

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 Partners's SPEM Position: Q1 2024 in Review

Eudaimonia Partners increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.1% in Q1 2024, buying an estimated $44.8K and bringing the position to 32,021 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #83.

Eudaimonia Partners first reported a position in SPEM in Q1 2020 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

  • Eudaimonia Partners held 32,021 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.16M as of Q1 2024.
  • Eudaimonia Partners bought 1,274 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $44.8K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.28% of Eudaimonia Partners's portfolio in Q1 2024, its #83 holding.
  • Eudaimonia Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

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