Harel Insurance Investments & Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Harel Insurance Investments & Financial Services’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
2023 Q3	–	Sell	-3,900	Closed	-$133K	–	765
2023 Q2	$133K	Buy	3,900 +900	+30%	+$30.8K	﹤0.01%	350
2023 Q1	$103K	Buy	3,000 +1,000	+50%	+$34.4K	﹤0.01%	400
2022 Q4	$67K	Buy	+2,000	New	+$64.8K	﹤0.01%	434

Other funds holding SPEM

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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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SPEM Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 3,900 shares — an estimated $133K sold.

Harel Insurance Investments & Financial Services first reported a position in SPEM in Q4 2022 and held it in 3 quarters. The position peaked at $133K in Q2 2023. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 3,900 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $133K.
Harel Insurance Investments & Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and held it in 3 quarters.
Harel Insurance Investments & Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $133K in Q2 2023.
626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.