Financial Partners Group (Kansas)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Financial Partners Group (Kansas)’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	-57,701	Closed	-$2.38M	–	199
2024 Q3	$2.38M	Sell	57,701 -973	-2%	-$37.3K	0.35%	45
2024 Q2	$2.21M	Sell	58,674 -2,588	-4%	-$96.4K	0.35%	43
2024 Q1	$2.22M	Sell	61,262 -2,860	-4%	-$101K	0.35%	44
2023 Q4	$2.27M	Buy	64,122 +2,483	+4%	+$84.5K	0.41%	38
2023 Q3	$2.07M	Buy	61,639 +357	+0.6%	+$12.3K	0.43%	37
2023 Q2	$2.16M	Buy	+61,282	New	+$2.1M	0.44%	40
2022 Q4	–	Sell	-11,365	Closed	-$353K	–	177
2022 Q3	$353K	Hold	11,365	–	–	0.09%	102
2022 Q2	$395K	Buy	11,365 +3	+0%	+$108	0.1%	96
2022 Q1	$439K	Hold	11,362	–	–	0.1%	108
2021 Q4	$474K	Buy	+11,362	New	+$486K	0.1%	101

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 $376B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B 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 $431B AUM 30.22% 1-Year Est. Return

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