GWSA
SPEM icon

Global Wealth Strategies & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-148
Closed -$5.58K – 373
2024
Q2 		$5.58K Hold
148
– – ﹤0.01% 212
2024
Q1 		$5.36K Buy
+148
New +$5.21K ﹤0.01% 223

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Global Wealth Strategies & Associates's SPEM Position: Q3 2024 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2024, closing a stake of 148 shares — an estimated $5.58K sold.

Global Wealth Strategies & Associates first reported a position in SPEM in Q1 2024 and held it in 2 quarters. The position peaked at $5.58K in Q2 2024. 769 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 148 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $5.58K.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.58K in Q2 2024.
  • 769 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2024, filed 1 Oct 2024.