M&R Capital Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

M&R Capital Management’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	$2.68K	Sell	65 -97	-60%	-$3.72K	﹤0.01%	497
2024 Q2	$6.1K	Buy	162 +17	+12%	+$633	﹤0.01%	427
2024 Q1	$5.26K	Buy	145 +2	+1%	+$70	﹤0.01%	445
2023 Q4	$5.07K	Buy	143 +1	+0.7%	+$34	﹤0.01%	483
2023 Q3	$4.75K	Buy	142 +1	+0.7%	+$35	﹤0.01%	473
2023 Q2	$4.86K	Buy	141 +116	+464%	+$3.97K	﹤0.01%	467
2023 Q1	$853	Buy	+25	New	+$860	﹤0.01%	581

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 $3.37T AUM 44.26% 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 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

M&R Capital Management's SPEM Position: Q3 2024 in Review

M&R Capital Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 60% in Q3 2024, selling an estimated $3.72K and leaving 65 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

M&R Capital Management first reported a position in SPEM in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.1K in Q2 2024. 769 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

M&R Capital Management held 65 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.68K as of Q3 2024.
M&R Capital Management sold 97 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $3.72K.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #497 holding.
M&R Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2023 and has held it in 7 quarters since.
M&R Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.1K in Q2 2024.
769 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.