Jackson Creek Investment Advisors’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Jackson Creek Investment Advisors’s Portfolio EMHC Stock Details EMHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,626	Closed	-$253K	–	315
2024 Q2	$253K	Sell	10,626 -11,184	-51%	-$267K	0.09%	277
2024 Q1	$527K	Sell	21,810 -3,730	-15%	-$89.3K	0.19%	239
2023 Q4	$622K	Buy	25,540 +420	+2%	+$9.67K	0.24%	211
2023 Q3	$569K	Buy	25,120 +145	+0.6%	+$3.39K	0.24%	211
2023 Q2	$594K	Buy	24,975 +335	+1%	+$7.92K	0.24%	208
2023 Q1	$587K	Sell	24,640 -3	-0%	-$71	0.25%	218
2022 Q4	$575K	Buy	24,643 +442	+2%	+$10.1K	0.26%	208
2022 Q3	$529K	Buy	24,201 +1,810	+8%	+$42.4K	0.25%	209
2022 Q2	$539K	Buy	22,391 +2,243	+11%	+$55K	0.22%	222
2022 Q1	$533K	Buy	+20,148	New	+$555K	0.19%	235

Other funds holding EMHC

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Jackson Creek Investment Advisors's EMHC Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q3 2024, closing a stake of 10,626 shares — an estimated $253K sold.

Jackson Creek Investment Advisors first reported a position in EMHC in Q1 2022 and held it in 10 quarters. The position peaked at $622K in Q4 2023. 68 funds tracked by Wall St. Rank hold EMHC as of Q3 2024.

Jackson Creek Investment Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Jackson Creek Investment Advisors sold 10,626 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q3 2024, an estimated $253K.
Jackson Creek Investment Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2022 and held it in 10 quarters.
Jackson Creek Investment Advisors's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $622K in Q4 2023.
68 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.