FirstPurpose Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

FirstPurpose Wealth’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 Q1	$567K	Buy	15,486 +729	+5%	+$25.6K	0.21%	86
2023 Q4	$523K	Sell	14,757 -1,828	-11%	-$62.2K	0.2%	83
2023 Q3	$557K	Buy	16,585 +1,336	+9%	+$46.2K	0.24%	75
2023 Q2	$524K	Buy	15,249 +2,959	+24%	+$101K	0.22%	77
2023 Q1	$419K	Sell	12,290 -5,198	-30%	-$179K	0.21%	91
2022 Q4	$576K	Buy	17,488 +9,297	+114%	+$301K	0.32%	58
2022 Q3	$254K	Buy	+8,191	New	+$279K	0.17%	115

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

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 $432B AUM 30.22% 1-Year Est. Return

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

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

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

FirstPurpose Wealth's SPEM Position: Q1 2024 in Review

FirstPurpose Wealth increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.9% in Q1 2024, buying an estimated $25.6K and bringing the position to 15,486 shares worth $567K. The position accounts for 0.21% of the portfolio, ranked #86.

FirstPurpose Wealth first reported a position in SPEM in Q3 2022 and has held it in 7 quarters since. The position peaked at $576K in Q4 2022. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

FirstPurpose Wealth held 15,486 shares of State Street SPDR Portfolio Emerging Markets ETF worth $567K as of Q1 2024.
FirstPurpose Wealth bought 729 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $25.6K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.21% of FirstPurpose Wealth's portfolio in Q1 2024, its #86 holding.
FirstPurpose Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2022 and has held it in 7 quarters since.
FirstPurpose Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $576K in Q4 2022.
714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.