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Hamilton Capital’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Hamilton Capital’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 		– Sell
-21,840
Closed -$773K – 153
2023
Q4 		$773K Hold
21,840
– – 0.06% 40
2023
Q3 		$733K Hold
21,840
– – 0.06% 41
2023
Q2 		$751K Sell
21,840
-26,472
-55% -$905K 0.05% 42
2023
Q1 		$1.65M Sell
48,312
-1,780,178
-97% -$61.2M 0.11% 20
2022
Q4 		$60.3M Buy
+1,828,490
New +$59.2M 3.9% 7

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Hamilton Capital's SPEM Position: Q1 2024 in Review

Hamilton Capital sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024, closing a stake of 21,840 shares — an estimated $773K sold.

Hamilton Capital first reported a position in SPEM in Q4 2022 and held it in 5 quarters. The position peaked at $60.3M in Q4 2022. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

  • Hamilton Capital reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Hamilton Capital sold 21,840 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $773K.
  • Hamilton Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and held it in 5 quarters.
  • Hamilton Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $60.3M in Q4 2022.
  • 714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on Hamilton Capital's 13F filing for Q1 2024, filed 15 May 2024.