Lake Street Advisors Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lake Street Advisors Group’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	$6.64M	Hold	172,962	–	–	0.31%	56
2024 Q3	$7.14M	Hold	172,962	–	–	0.33%	51
2024 Q2	$6.52M	Hold	172,962	–	–	0.31%	54
2024 Q1	$6.26M	Hold	172,962	–	–	0.29%	56
2023 Q4	$6.12M	Buy	172,962 +2,682	+2%	+$91.2K	0.31%	52
2023 Q3	$5.72M	Hold	170,280	–	–	0.34%	48
2023 Q2	$5.85M	Sell	170,280 -16,884	-9%	-$577K	0.32%	48
2023 Q1	$6.39M	Sell	187,164 -4,687	-2%	-$161K	0.39%	43
2022 Q4	$6.32M	Buy	191,851 +5,357	+3%	+$174K	0.42%	44
2022 Q3	$5.79M	Hold	186,494	–	–	0.42%	42
2022 Q2	$6.48M	Buy	186,494 +4,244	+2%	+$153K	0.46%	36
2022 Q1	$7.04M	Buy	182,250 +3,319	+2%	+$134K	0.45%	37
2021 Q4	$7.42M	Buy	178,931 +7,253	+4%	+$310K	0.47%	36
2021 Q3	$7.3M	Buy	171,678 +1,580	+0.9%	+$68.6K	0.78%	28
2021 Q2	$7.35M	Buy	170,098 +2,845	+2%	+$127K	0.54%	36
2021 Q1	$7.32M	Buy	167,253 +1,551	+0.9%	+$69.3K	0.6%	33
2020 Q4	$6.99M	Buy	165,702 +3,716	+2%	+$147K	0.58%	34
2020 Q3	$5.92M	Hold	161,986	–	–	0.56%	35
2020 Q2	$5.42M	Sell	161,986 -44,004	-21%	-$1.38M	0.55%	34
2020 Q1	$5.86M	Buy	+205,990	New	+$7.08M	0.73%	29

Other funds holding SPEM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Lake Street Advisors Group held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q4 2024 at 172,962 shares worth $6.64M. The position accounts for 0.31% of the portfolio, ranked #56.

Lake Street Advisors Group first reported a position in SPEM in Q1 2020 and has held it in 20 quarters since. The position peaked at $7.42M in Q4 2021. 827 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

Lake Street Advisors Group held 172,962 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.64M as of Q4 2024.
Lake Street Advisors Group left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q4 2024.
State Street SPDR Portfolio Emerging Markets ETF made up 0.31% of Lake Street Advisors Group's portfolio in Q4 2024, its #56 holding.
Lake Street Advisors Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 20 quarters since.
Lake Street Advisors Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.42M in Q4 2021.
827 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

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