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

FDx 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	–	Sell	-11,474	Closed	-$406K	–	595
2023 Q4	$406K	Buy	+11,474	New	+$390K	0.03%	447
2021 Q1	–	Sell	-5,521	Closed	-$233K	–	799
2020 Q4	$233K	Sell	5,521 -49	-0.9%	-$1.95K	0.01%	644
2020 Q3	$204K	Sell	5,570 -457	-8%	-$16.7K	0.01%	577
2020 Q2	$202K	Sell	6,027 -3,321	-36%	-$104K	0.01%	544
2020 Q1	$266K	Buy	9,348 +1,569	+20%	+$53.9K	0.02%	413
2019 Q4	$292K	Sell	7,779 -1,794	-19%	-$64.7K	0.02%	494
2019 Q3	$328K	Buy	+9,573	New	+$332K	0.02%	454
2018 Q2	–	Sell	-5,371	Closed	-$211K	–	1071
2018 Q1	$211K	Buy	+5,371	New	+$215K	0.01%	1107

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

FDx Advisors's SPEM Position: Q1 2024 in Review

FDx Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024, closing a stake of 11,474 shares — an estimated $406K sold.

FDx Advisors first reported a position in SPEM in Q1 2018 and held it in 8 quarters. The position peaked at $406K in Q4 2023. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

FDx Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 11,474 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $406K.
FDx Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 8 quarters.
FDx Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $406K in Q4 2023.
714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.