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

Fernwood Investment 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 Q2	–	Sell	-1,712	Closed	-$62K	–	623
2024 Q1	$62K	Buy	+1,712	New	+$60.2K	0.02%	322
2022 Q3	–	Sell	-6,044	Closed	-$210K	–	187
2022 Q2	$210K	Hold	6,044	–	–	0.09%	168
2022 Q1	$234K	Hold	6,044	–	–	0.08%	171
2021 Q4	$251K	Buy	6,044 +52	+0.9%	+$2.22K	0.08%	174
2021 Q3	$255K	Buy	5,992 +100	+2%	+$4.34K	0.09%	170
2021 Q2	$268K	Hold	5,892	–	–	0.09%	162
2021 Q1	$258K	Hold	5,892	–	–	0.09%	163
2020 Q4	$248K	Sell	5,892 -645	-10%	-$25.6K	0.1%	162
2020 Q3	$239K	Sell	6,537 -1,608	-20%	-$58.7K	0.11%	149
2020 Q2	$273K	Sell	8,145 -875	-10%	-$27.4K	0.14%	136
2020 Q1	$257K	Buy	9,020 +507	+6%	+$17.4K	0.16%	123
2019 Q4	$320K	Buy	8,513 +645	+8%	+$23.2K	0.15%	116
2019 Q3	$270K	Hold	7,868	–	–	0.13%	147
2019 Q2	$282K	Buy	+7,868	New	+$279K	0.15%	121

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

Fernwood Investment Management's SPEM Position: Q2 2024 in Review

Fernwood Investment Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 1,712 shares — an estimated $62K sold.

Fernwood Investment Management first reported a position in SPEM in Q2 2019 and held it in 14 quarters. The position peaked at $320K in Q4 2019. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

Fernwood Investment Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 1,712 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $62K.
Fernwood Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and held it in 14 quarters.
Fernwood Investment Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $320K in Q4 2019.
731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.