Lincoln National Corp’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-13,531	Closed	-$490K	–	976
2024 Q1	$490K	Buy	13,531 +3,932	+41%	+$138K	0.01%	757
2023 Q4	$340K	Buy	9,599 +761	+9%	+$25.9K	0.01%	822
2023 Q3	$297K	Buy	8,838 +310	+4%	+$10.7K	0.01%	794
2023 Q2	$293K	Buy	8,528 +789	+10%	+$27K	0.01%	802
2023 Q1	$264K	Buy	7,739 +1,316	+20%	+$45.3K	0.01%	819
2022 Q4	$212K	Buy	+6,423	New	+$208K	﹤0.01%	855
2020 Q3	–	Sell	-30,274	Closed	-$1.01M	–	709
2020 Q2	$1.01M	Sell	30,274 -13,073	-30%	-$409K	0.03%	246
2020 Q1	$1.23M	Sell	43,347 -1,987	-4%	-$68.3K	0.05%	180
2019 Q4	$1.7M	Buy	45,334 +6,321	+16%	+$228K	0.06%	168
2019 Q3	$1.34M	Buy	+39,013	New	+$1.35M	0.05%	179
2018 Q3	–	Sell	-6,848	Closed	-$242K	–	523
2018 Q2	$242K	Buy	6,848 +1,322	+24%	+$49.8K	0.01%	408
2018 Q1	$217K	Sell	5,526 -4,258	-44%	-$171K	0.01%	436
2017 Q4	$373K	Buy	+9,784	New	+$364K	0.01%	428

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lincoln National Corp's SPEM Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 13,531 shares — an estimated $490K sold.

Lincoln National Corp first reported a position in SPEM in Q4 2017 and held it in 13 quarters. The position peaked at $1.7M in Q4 2019. 734 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

Lincoln National Corp reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 13,531 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $490K.
Lincoln National Corp first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and held it in 13 quarters.
Lincoln National Corp's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.7M in Q4 2019.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.