HWA
SPEM icon

Heritage Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Heritage Wealth Advisors’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
Q2 		– Sell
-342
Closed -$12.4K – 536
2024
Q1 		$12.4K Sell
342
-99
-22% -$3.48K ﹤0.01% 428
2023
Q4 		$15.6K Sell
441
-220
-33% -$7.48K ﹤0.01% 426
2023
Q3 		$22.2K Hold
661
– – ﹤0.01% 368
2023
Q2 		$22.7K Buy
+661
New +$22.6K ﹤0.01% 388

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Heritage Wealth Advisors's SPEM Position: Q2 2024 in Review

Heritage Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 342 shares — an estimated $12.4K sold.

Heritage Wealth Advisors first reported a position in SPEM in Q2 2023 and held it in 4 quarters. The position peaked at $22.7K in Q2 2023. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • Heritage Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 342 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $12.4K.
  • Heritage Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and held it in 4 quarters.
  • Heritage Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $22.7K in Q2 2023.
  • 731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Heritage Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.