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

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

Financial Partners Group (Kansas)'s SPEM Position: Q4 2024 in Review

Financial Partners Group (Kansas) sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2024, closing a stake of 57,701 shares — an estimated $2.38M sold.

Financial Partners Group (Kansas) first reported a position in SPEM in Q4 2021 and held it in 10 quarters. The position peaked at $2.38M in Q3 2024. 832 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

Financial Partners Group (Kansas) reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Financial Partners Group (Kansas) sold 57,701 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $2.38M.
Financial Partners Group (Kansas) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 10 quarters.
Financial Partners Group (Kansas)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.38M in Q3 2024.
832 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2024, filed 24 Jan 2025.