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

Napa 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
Q3 		– Sell
-13,665
Closed -$515K – 179
2024
Q2 		$515K Buy
+13,665
New +$509K 0.35% 71

Other funds holding SPEM

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Napa Wealth Management's SPEM Position: Q3 2024 in Review

Napa Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2024, closing a stake of 13,665 shares — an estimated $515K sold.

Napa Wealth Management first reported a position in SPEM in Q2 2024 and held it in 1 quarter. The position peaked at $515K in Q2 2024. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Napa Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Napa Wealth Management sold 13,665 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $515K.
  • Napa Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and held it in 1 quarter.
  • Napa Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $515K in Q2 2024.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Napa Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.