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Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$17K Sell
455
-5,610
-92% -$226K 0.01% 306
2024
Q3 		$250K Buy
6,065
+652
+12% +$25K 0.07% 217
2024
Q2 		$203K Buy
5,413
+1,103
+26% +$41.1K 0.06% 245
2024
Q1 		$156K Buy
4,310
+244
+6% +$8.59K 0.05% 281
2023
Q4 		$144K Sell
4,066
-1,184
-23% -$40.3K 0.05% 282
2023
Q3 		$176K Buy
+5,250
New +$181K 0.06% 229
2023
Q1 		$46K Buy
+1,361
New +$46.8K 0.02% 459
2022
Q4 		– Sell
-998
Closed -$30K – 1011
2022
Q3 		$30K Buy
+998
New +$34K 0.01% 497

Other funds holding SPEM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPEM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 92% in Q4 2024, selling an estimated $226K and leaving 455 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #306.

Householder Group Estate & Retirement Specialist first reported a position in SPEM in Q3 2022 and has held it in 8 quarters since. The position peaked at $250K in Q3 2024. 828 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 455 shares of State Street SPDR Portfolio Emerging Markets ETF worth $17K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 5,610 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $226K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #306 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Emerging Markets ETF position peaked at $250K in Q3 2024.
  • 828 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.