Family Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Family Management’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	–	Sell	-377	Closed	-$15.6K	–	222
2024 Q3	$15.6K	Hold	377	–	–	﹤0.01%	184
2024 Q2	$14.2K	Buy	+377	New	+$14K	﹤0.01%	168
2020 Q1	–	Sell	-4,248	Closed	-$160K	–	192
2019 Q4	$160K	Sell	4,248 -46	-1%	-$1.66K	0.06%	155
2019 Q3	$147K	Sell	4,294 -1,885	-31%	-$65.4K	0.05%	140
2019 Q2	$221K	Sell	6,179 -345	-5%	-$12.2K	0.09%	120
2019 Q1	$233K	Sell	6,524 -11,802	-64%	-$411K	0.1%	114
2018 Q4	$593K	Buy	+18,326	New	+$604K	0.25%	69

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Family Management's SPEM Position: Q4 2024 in Review

Family Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2024, closing a stake of 377 shares — an estimated $15.6K sold.

Family Management first reported a position in SPEM in Q4 2018 and held it in 7 quarters. The position peaked at $593K in Q4 2018. 832 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

Family Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Family Management sold 377 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $15.6K.
Family Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 7 quarters.
Family Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $593K in Q4 2018.
832 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Family Management's 13F filing for Q4 2024, filed 14 Feb 2025.