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Lake Street Advisors Group’s State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF EEMX Stock Holding History

Lake Street Advisors Group’s Portfolio EEMX Stock Details EEMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.15M Buy
35,618
+4
+0% +$137 0.05% 202
2024
Q3 		$1.26M Hold
35,614
– – 0.06% 180
2024
Q2 		$1.15M Sell
35,614
-40,159
-53% -$1.28M 0.06% 195
2024
Q1 		$2.38M Hold
75,773
– – 0.11% 122
2023
Q4 		$2.33M Sell
75,773
-17,900
-19% -$527K 0.12% 122
2023
Q3 		$2.72M Hold
93,673
– – 0.16% 90
2023
Q2 		$2.84M Buy
93,673
+13,081
+16% +$391K 0.16% 90
2023
Q1 		$2.43M Buy
80,592
+5,174
+7% +$157K 0.15% 95
2022
Q4 		$2.16M Sell
75,418
-1,178
-2% -$32.9K 0.14% 100
2022
Q3 		$2.03M Buy
76,596
+2,602
+4% +$77.2K 0.15% 100
2022
Q2 		$2.26M Buy
73,994
+23,812
+47% +$761K 0.16% 92
2022
Q1 		$1.72M Sell
50,182
-416
-0.8% -$14.8K 0.11% 123
2021
Q4 		$1.85M Sell
50,598
-442
-0.9% -$16.6K 0.12% 120
2021
Q3 		$1.91M Sell
51,040
-201,262
-80% -$7.79M 0.2% 87
2021
Q2 		$9.73M Sell
252,302
-23,788
-9% -$963K 0.72% 32
2021
Q1 		$11M Sell
276,090
-4,196
-1% -$172K 0.89% 27
2020
Q4 		$10.8M Sell
280,286
-24,398
-8% -$880K 0.9% 28
2020
Q3 		$10.1M Sell
304,684
-5,578
-2% -$182K 0.95% 26
2020
Q2 		$9.26M Buy
310,262
+610
+0.2% +$16.9K 0.94% 28
2020
Q1 		$7.9M Sell
309,652
-217,246
-41% -$6.59M 0.98% 22
2019
Q4 		$17.3M Buy
526,898
+16,796
+3% +$528K 1.7% 15
2019
Q3 		$15.3M Buy
+510,102
New +$15.4M 1.65% 16
2019
Q2 		– Sell
-255,868
Closed -$7.99M – 235
2019
Q1 		$7.99M Buy
255,868
+14,108
+6% +$431K 0.84% 21
2018
Q4 		$6.86M Buy
241,760
+1,028
+0.4% +$30K 0.84% 21
2018
Q3 		$7.56M Buy
240,732
+233,856
+3,401% +$7.42M 0.84% 20
2018
Q2 		$219K Buy
6,876
+1,060
+18% +$36K 0.02% 294
2018
Q1 		$206K Sell
5,816
-274
-4% -$9.93K 0.02% 288
2017
Q4 		$213K Buy
+6,090
New +$207K 0.02% 301

Other funds holding EEMX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Lake Street Advisors Group's EEMX Position: Q4 2024 in Review

Lake Street Advisors Group increased its State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) stake by 0.01% in Q4 2024, buying an estimated $137 and bringing the position to 35,618 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #202.

Lake Street Advisors Group first reported a position in EEMX in Q4 2017 and has held it in 28 quarters since. The position peaked at $17.3M in Q4 2019. 42 funds tracked by Wall St. Rank hold EEMX as of Q4 2024.

  • Lake Street Advisors Group held 35,618 shares of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF worth $1.15M as of Q4 2024.
  • Lake Street Advisors Group bought 4 State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF shares in Q4 2024, an estimated $137.
  • State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #202 holding.
  • Lake Street Advisors Group first reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position peaked at $17.3M in Q4 2019.
  • 42 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.