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

FinTrust Capital 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
Q3 		$132K Sell
3,201
-689
-18% -$26.4K 0.02% 378
2024
Q2 		$147K Hold
3,890
– – 0.03% 342
2024
Q1 		$141K Hold
3,890
– – 0.03% 338
2023
Q4 		$138K Buy
3,890
+2,825
+265% +$96.1K 0.03% 319
2023
Q3 		$35.8K Buy
+1,065
New +$36.8K 0.01% 527

Other funds holding SPEM

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FinTrust Capital Advisors's SPEM Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 18% in Q3 2024, selling an estimated $26.4K and leaving 3,201 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #378.

FinTrust Capital Advisors first reported a position in SPEM in Q3 2023 and has held it in 5 quarters since. The position peaked at $147K in Q2 2024. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • FinTrust Capital Advisors held 3,201 shares of State Street SPDR Portfolio Emerging Markets ETF worth $132K as of Q3 2024.
  • FinTrust Capital Advisors sold 689 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $26.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #378 holding.
  • FinTrust Capital Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 5 quarters since.
  • FinTrust Capital Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $147K in Q2 2024.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.