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KerberRose Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

KerberRose Wealth Management’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
2022
Q2 		$550K Buy
+15,807
New +$571K 0.45% 45

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

KerberRose Wealth Management's SPEM Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022: 15,807 shares worth $550K. The stake represents 0.45% of the portfolio and ranks #45 among its holdings.

579 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

  • KerberRose Wealth Management held 15,807 shares of State Street SPDR Portfolio Emerging Markets ETF worth $550K as of Q2 2022.
  • State Street SPDR Portfolio Emerging Markets ETF was a new KerberRose Wealth Management position in Q2 2022.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.45% of KerberRose Wealth Management's portfolio in Q2 2022, its #45 holding.
  • 579 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.