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First Trust Direct Indexing’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

First Trust Direct Indexing’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
-10,879
Closed -$449K – 779
2024
Q3 		$449K Buy
10,879
+2,142
+25% +$82.1K 0.02% 579
2024
Q2 		$329K Buy
+8,737
New +$325K 0.02% 630

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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

First Trust Direct Indexing's SPEM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2024, closing a stake of 10,879 shares — an estimated $449K sold.

First Trust Direct Indexing first reported a position in SPEM in Q2 2024 and held it in 2 quarters. The position peaked at $449K in Q3 2024. 827 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,879 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $449K.
  • First Trust Direct Indexing first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's State Street SPDR Portfolio Emerging Markets ETF position peaked at $449K in Q3 2024.
  • 827 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.