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

Lumature 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
2022
Q3 		– Sell
-8
Closed – – 418
2022
Q2 		$0 Buy
+8
New +$289 ﹤0.01% 438

Other funds holding SPEM

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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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return

Lumature Wealth Partners's SPEM Position: Q3 2022 in Review

Lumature Wealth Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2022, closing a stake of 8 shares.

Lumature Wealth Partners first reported a position in SPEM in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 566 funds tracked by Wall St. Rank hold SPEM as of Q3 2022.

  • Lumature Wealth Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 8 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2022.
  • Lumature Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and held it in 1 quarter.
  • Lumature Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $0 in Q2 2022.
  • 566 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.