Natixis’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Natixis’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
2022 Q2	–	Sell	-136,145	Closed	-$5.26M	–	1345
2022 Q1	$5.26M	Buy	136,145 +3,676	+3%	+$148K	0.02%	541
2021 Q4	$5.5M	Buy	132,469 +21,573	+19%	+$922K	0.02%	537
2021 Q3	$4.72M	Buy	+110,896	New	+$4.81M	0.02%	558
2021 Q2	–	Sell	-71,892	Closed	-$3.15M	–	996
2021 Q1	$3.15M	Buy	71,892 +12,378	+21%	+$553K	0.01%	607
2020 Q4	$2.51M	Buy	59,514 +8,511	+17%	+$338K	0.01%	644
2020 Q3	$1.86M	Buy	51,003 +1,948	+4%	+$71.1K	0.01%	427
2020 Q2	$1.64M	Sell	49,055 -8,652	-15%	-$271K	0.01%	453
2020 Q1	$1.64M	Sell	57,707 -408	-0.7%	-$14K	0.01%	417
2019 Q4	$2.18M	Buy	58,115 +5,080	+10%	+$183K	0.01%	543
2019 Q3	$1.82M	Buy	53,035 +5,139	+11%	+$178K	0.01%	505
2019 Q2	$1.71M	Buy	47,896 +3,391	+8%	+$120K	0.01%	463
2019 Q1	$1.57M	Buy	+44,505	New	+$1.55M	0.01%	524

Other funds holding SPEM

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 $376B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return