Horan Securities’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Horan Securities’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	-2,032	Closed	-$69.8K	–	575
2023 Q2	$69.8K	Buy	2,032 +2	+0.1%	+$68	0.03%	204
2023 Q1	$69.3K	Hold	2,030	–	–	0.04%	184
2022 Q4	$66.9K	Buy	2,030 +3	+0.1%	+$97	0.04%	177
2022 Q3	$63K	Hold	2,027	–	–	0.04%	165
2022 Q2	$68K	Buy	2,027 +1	+0%	+$36	0.04%	149
2022 Q1	$78K	Hold	2,026	–	–	0.05%	141
2021 Q4	$84K	Buy	+2,026	New	+$86.6K	0.05%	141
2021 Q2	$97K	Buy	2,122 +2	+0.1%	+$90	0.07%	122
2021 Q1	$93K	Sell	2,120 -508	-19%	-$22.7K	0.08%	95
2020 Q4	$111K	Buy	2,628 +543	+26%	+$21.6K	0.09%	78
2020 Q3	$76K	Buy	+2,085	New	+$76.1K	0.08%	78

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 $374B AUM 17.66% 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

Horan Securities's SPEM Position: Q3 2023 in Review

Horan Securities sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 2,032 shares — an estimated $69.8K sold.

Horan Securities first reported a position in SPEM in Q3 2020 and held it in 11 quarters. The position peaked at $111K in Q4 2020. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

Horan Securities reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 2,032 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $69.8K.
Horan Securities first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 11 quarters.
Horan Securities's State Street SPDR Portfolio Emerging Markets ETF position peaked at $111K in Q4 2020.
626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.