MAM
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Marquette Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Marquette Asset 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
Q4 		– Sell
-24
Closed -$991 – 216
2024
Q3 		$991 Hold
24
– – ﹤0.01% 227
2024
Q2 		$905 Hold
24
– – ﹤0.01% 188
2024
Q1 		$869 Hold
24
– – ﹤0.01% 191
2023
Q4 		$850 Sell
24
-1,842
-99% -$62.6K ﹤0.01% 189
2023
Q3 		$62.6K Sell
1,866
-207,205
-99% -$7.16M 0.01% 133
2023
Q2 		$7.19M Buy
209,071
+3,790
+2% +$130K 1.78% 12
2023
Q1 		$7.01M Buy
205,281
+11,023
+6% +$379K 1.86% 12
2022
Q4 		$6.4M Sell
194,258
-2,793
-1% -$90.5K 1.89% 13
2022
Q3 		$6.12M Buy
197,051
+1,048
+0.5% +$35.7K 1.91% 13
2022
Q2 		$6.82M Buy
196,003
+8,652
+5% +$312K 1.94% 12
2022
Q1 		$7.24M Buy
187,351
+2,266
+1% +$91.3K 1.68% 14
2021
Q4 		$7.68M Buy
185,085
+21,341
+13% +$912K 1.61% 14
2021
Q3 		$6.96M Buy
163,744
+2,250
+1% +$97.7K 1.57% 14
2021
Q2 		$7.35M Buy
161,494
+10,740
+7% +$481K 1.62% 14
2021
Q1 		$6.6M Sell
150,754
-23,040
-13% -$1.03M 1.59% 15
2020
Q4 		$7.33M Buy
173,794
+97,679
+128% +$3.88M 1.69% 15
2020
Q3 		$2.78M Buy
+76,115
New +$2.78M 0.78% 25

Other funds holding SPEM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Marquette Asset Management's SPEM Position: Q4 2024 in Review

Marquette Asset Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2024, closing a stake of 24 shares — an estimated $991 sold.

Marquette Asset Management first reported a position in SPEM in Q3 2020 and held it in 17 quarters. The position peaked at $7.68M in Q4 2021. 827 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • Marquette Asset Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Marquette Asset Management sold 24 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $991.
  • Marquette Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 17 quarters.
  • Marquette Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.68M in Q4 2021.
  • 827 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Marquette Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.