KFS
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Kelly Financial Services’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Kelly Financial Services’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
Q4 		– Sell
-11,937
Closed -$300K – 115
2024
Q3 		$300K Sell
11,937
-379
-3% -$9.29K 0.11% 83
2024
Q2 		$293K Sell
12,316
-1,809
-13% -$43.1K 0.1% 83
2024
Q1 		$341K Buy
14,125
+14,096
+48,607% +$338K 0.13% 78
2023
Q4 		$706 Buy
+29
New +$668 ﹤0.01% 680

Other funds holding EMHC

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Kelly Financial Services's EMHC Position: Q4 2024 in Review

Kelly Financial Services sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q4 2024, closing a stake of 11,937 shares — an estimated $300K sold.

Kelly Financial Services first reported a position in EMHC in Q4 2023 and held it in 4 quarters. The position peaked at $341K in Q1 2024. 72 funds tracked by Wall St. Rank hold EMHC as of Q4 2024.

  • Kelly Financial Services reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kelly Financial Services sold 11,937 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q4 2024, an estimated $300K.
  • Kelly Financial Services first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q4 2023 and held it in 4 quarters.
  • Kelly Financial Services's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $341K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q4 2024.

Based on Kelly Financial Services's 13F filing for Q4 2024, filed 14 Jan 2025.