EWM
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Executive Wealth Management’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Executive Wealth Management’s Portfolio EMTL Stock Details EMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.95M Buy
46,262
+1,989
+4% +$85.1K 0.15% 116
2024
Q3 		$1.93M Buy
44,273
+4,188
+10% +$179K 0.15% 117
2024
Q2 		$1.69M Buy
40,085
+1,850
+5% +$77.7K 0.31% 54
2024
Q1 		$1.6M Buy
38,235
+2,188
+6% +$91.8K 0.14% 115
2023
Q4 		$1.51M Buy
36,047
+4,396
+14% +$177K 0.14% 112
2023
Q3 		$1.27M Buy
31,651
+1,944
+7% +$79.2K 0.13% 114
2023
Q2 		$1.22M Buy
29,707
+7,222
+32% +$295K 0.13% 117
2023
Q1 		$919K Buy
22,485
+12,301
+121% +$504K 0.1% 119
2022
Q4 		$409K Buy
10,184
+9,948
+4,215% +$390K 0.05% 140
2022
Q3 		$236 Sell
236
-6,213
-96% -$256K 0.03% 161
2022
Q2 		$266K Sell
6,449
-16,569
-72% -$712K 0.04% 152
2022
Q1 		$1.05M Sell
23,018
-15,180
-40% -$704K 0.11% 115
2021
Q4 		$1.86M Buy
+38,198
New +$1.9M 0.19% 99

Other funds holding EMTL

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Executive Wealth Management's EMTL Position: Q4 2024 in Review

Executive Wealth Management increased its State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) stake by 4.5% in Q4 2024, buying an estimated $85.1K and bringing the position to 46,262 shares worth $1.95M. The position accounts for 0.15% of the portfolio, ranked #116.

Executive Wealth Management first reported a position in EMTL in Q4 2021 and has held it in 13 quarters since. 48 funds tracked by Wall St. Rank hold EMTL as of Q4 2024.

  • Executive Wealth Management held 46,262 shares of State Street DoubleLine Emerging Markets Fixed Income ETF worth $1.95M as of Q4 2024.
  • Executive Wealth Management bought 1,989 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q4 2024, an estimated $85.1K.
  • State Street DoubleLine Emerging Markets Fixed Income ETF made up 0.15% of Executive Wealth Management's portfolio in Q4 2024, its #116 holding.
  • Executive Wealth Management first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q4 2021 and has held it in 13 quarters since.
  • 48 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.