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Legacy Capital Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Legacy Capital Wealth Partners’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
Q3 		– Sell
-13,216
Closed -$498K – 372
2024
Q2 		$498K Buy
+13,216
New +$492K 0.13% 163
2024
Q1 		– Sell
-14,247
Closed -$504K – 309
2023
Q4 		$504K Buy
+14,247
New +$485K 0.14% 144
2021
Q2 		– Sell
-363,022
Closed -$15.9M – 69
2021
Q1 		$15.9M Buy
363,022
+73
+0% +$3.26K 6.57% 5
2020
Q4 		$15.3M Buy
+362,949
New +$14.4M 6.56% 5

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Capital Wealth Partners's SPEM Position: Q3 2024 in Review

Legacy Capital Wealth Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2024, closing a stake of 13,216 shares — an estimated $498K sold.

Legacy Capital Wealth Partners first reported a position in SPEM in Q4 2020 and held it in 4 quarters. The position peaked at $15.9M in Q1 2021. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Legacy Capital Wealth Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 13,216 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $498K.
  • Legacy Capital Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $15.9M in Q1 2021.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.