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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return