Moloney Securities Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Moloney Securities 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	-8,473	Closed	-$350K	–	515
2024 Q3	$350K	Buy	+8,473	New	+$325K	0.05%	332
2020 Q1	–	Sell	-7,738	Closed	-$291K	–	345
2019 Q4	$291K	Buy	+7,738	New	+$279K	0.09%	259
2019 Q3	–	Sell	-7,116	Closed	-$255K	–	353
2019 Q2	$255K	Buy	+7,116	New	+$252K	0.09%	240
2018 Q3	–	Sell	-9,333	Closed	-$330K	–	318
2018 Q2	$330K	Sell	9,333 -190	-2%	-$7.15K	0.13%	197
2018 Q1	$374K	Buy	+9,523	New	+$382K	0.15%	175

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moloney Securities Asset Management's SPEM Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2024, closing a stake of 8,473 shares — an estimated $350K sold.

Moloney Securities Asset Management first reported a position in SPEM in Q1 2018 and held it in 5 quarters. The position peaked at $374K in Q1 2018. 832 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

Moloney Securities Asset Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 8,473 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $350K.
Moloney Securities Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 5 quarters.
Moloney Securities Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $374K in Q1 2018.
832 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.