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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return