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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 $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

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. 765 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.
  • 765 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.