GI
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Gradient Investments’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Gradient Investments’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
-345
Closed -$13K – 1128
2024
Q2 		$13K Sell
345
-1
-0.3% -$37 ﹤0.01% 696
2024
Q1 		$12.5K Sell
346
-919
-73% -$32.3K ﹤0.01% 611
2023
Q4 		$44.8K Buy
1,265
+207
+20% +$7.04K ﹤0.01% 566
2023
Q3 		$35.5K Buy
1,058
+32
+3% +$1.11K ﹤0.01% 575
2023
Q2 		$35.3K Sell
1,026
-94
-8% -$3.21K ﹤0.01% 578
2023
Q1 		$38.2K Sell
1,120
-1,235
-52% -$42.5K ﹤0.01% 540
2022
Q4 		$77.6K Sell
2,355
-807
-26% -$26.1K ﹤0.01% 429
2022
Q3 		$98K Sell
3,162
-411,827
-99% -$14M ﹤0.01% 375
2022
Q2 		$14.4M Buy
414,989
+26,714
+7% +$965K 0.42% 52
2022
Q1 		$15M Buy
388,275
+29,070
+8% +$1.17M 0.39% 61
2021
Q4 		$14.9M Buy
359,205
+55,440
+18% +$2.37M 0.38% 60
2021
Q3 		$12.9M Sell
303,765
-1,493,461
-83% -$64.8M 0.36% 64
2021
Q2 		$81.8M Buy
1,797,226
+178,011
+11% +$7.97M 2.39% 4
2021
Q1 		$70.9M Sell
1,619,215
-206,892
-11% -$9.25M 2.31% 6
2020
Q4 		$66.8M Sell
1,826,107
-10,644
-0.6% -$422K 2.83% 4
2020
Q3 		$67.2M Sell
1,836,751
-9,052
-0.5% -$330K 2.82% 4
2020
Q2 		$61.8M Buy
1,845,803
+49,791
+3% +$1.56M 2.82% 4
2020
Q1 		$51.1M Buy
1,796,012
+192,181
+12% +$6.61M 2.75% 5
2019
Q4 		$60.3M Buy
1,603,831
+434,124
+37% +$15.6M 2.68% 6
2019
Q3 		$40.1M Sell
1,169,707
-227,605
-16% -$7.9M 1.96% 8
2019
Q2 		$50M Buy
1,397,312
+194,265
+16% +$6.88M 2.57% 6
2019
Q1 		$43M Buy
1,203,047
+389,323
+48% +$13.6M 2.78% 4
2018
Q4 		$26.3M Buy
813,724
+128,185
+19% +$4.23M 1.58% 8
2018
Q3 		$23.9M Buy
685,539
+73,436
+12% +$2.59M 1.22% 12
2018
Q2 		$21.6M Buy
612,103
+84,551
+16% +$3.18M 1.16% 13
2018
Q1 		$20.7M Buy
527,552
+482,987
+1,084% +$19.4M 1.12% 11
2017
Q4 		$1.7M Buy
+44,565
New +$1.66M 0.1% 106

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

Gradient Investments's SPEM Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2024, closing a stake of 345 shares — an estimated $13K sold.

Gradient Investments first reported a position in SPEM in Q4 2017 and held it in 27 quarters. The position peaked at $81.8M in Q2 2021. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Gradient Investments reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 345 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $13K.
  • Gradient Investments first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and held it in 27 quarters.
  • Gradient Investments's State Street SPDR Portfolio Emerging Markets ETF position peaked at $81.8M in Q2 2021.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.