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Merriman Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Merriman Wealth 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 		$3.07M Sell
80,057
-56,636
-41% -$2.28M 0.13% 53
2024
Q3 		$5.64M Sell
136,693
-3,740
-3% -$143K 0.23% 48
2024
Q2 		$5.29M Sell
140,433
-2,212
-2% -$82.4K 0.23% 47
2024
Q1 		$5.16M Buy
142,645
+744
+0.5% +$26.2K 0.23% 49
2023
Q4 		$5.02M Buy
141,901
+56,413
+66% +$1.92M 0.24% 50
2023
Q3 		$2.87M Sell
85,488
-64,705
-43% -$2.24M 0.15% 49
2023
Q2 		$5.16M Buy
150,193
+59,338
+65% +$2.03M 0.25% 53
2023
Q1 		$3.1M Sell
90,855
-71,026
-44% -$2.44M 0.16% 55
2022
Q4 		$5.34M Buy
161,881
+15,789
+11% +$511K 0.27% 47
2022
Q3 		$4.54M Sell
146,092
-11,128
-7% -$379K 0.3% 29
2022
Q2 		$5.47M Sell
157,220
-28,487
-15% -$1.03M 0.38% 26
2022
Q1 		$7.18M Sell
185,707
-31,509
-15% -$1.27M 0.59% 29
2021
Q4 		$9.01M Sell
217,216
-7,964
-4% -$340K 0.66% 21
2021
Q3 		$9.58M Sell
225,180
-10,427
-4% -$453K 0.8% 20
2021
Q2 		$10.7M Sell
235,607
-18,377
-7% -$823K 0.92% 20
2021
Q1 		$11.1M Sell
253,984
-4,972
-2% -$222K 1.27% 16
2020
Q4 		$10.9M Sell
258,956
-9,143
-3% -$363K 1.17% 17
2020
Q3 		$9.8M Sell
268,099
-11,325
-4% -$413K 1.47% 17
2020
Q2 		$9.35M Buy
279,424
+51,832
+23% +$1.62M 1.49% 16
2020
Q1 		$6.48M Buy
+227,592
New +$7.82M 1.41% 19

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Merriman Wealth Management's SPEM Position: Q4 2024 in Review

Merriman Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 41% in Q4 2024, selling an estimated $2.28M and leaving 80,057 shares worth $3.07M. The position accounts for 0.13% of the portfolio, ranked #53.

Merriman Wealth Management first reported a position in SPEM in Q1 2020 and has held it in 20 quarters since. The position peaked at $11.1M in Q1 2021. 831 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • Merriman Wealth Management held 80,057 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.07M as of Q4 2024.
  • Merriman Wealth Management sold 56,636 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $2.28M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.13% of Merriman Wealth Management's portfolio in Q4 2024, its #53 holding.
  • Merriman Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 20 quarters since.
  • Merriman Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $11.1M in Q1 2021.
  • 831 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.