New England Capital Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

New England Capital Financial Advisors’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	-1	Closed	-$37	–	422
2024 Q3	$37	Sell	1 -4,300	-100%	-$165K	﹤0.01%	396
2024 Q2	$162K	Sell	4,301 -555	-11%	-$20.7K	0.09%	55
2024 Q1	$176K	Sell	4,856 -68,694	-93%	-$2.42M	0.1%	54
2023 Q4	$2.6M	Buy	73,550 +6,482	+10%	+$220K	1.56%	15
2023 Q3	$2.25M	Buy	67,068 +2,299	+4%	+$79.5K	1.55%	15
2023 Q2	$2.23M	Sell	64,769 -1,614	-2%	-$55.2K	1.47%	15
2023 Q1	$2.27M	Buy	66,383 +1,766	+3%	+$60.7K	1.6%	14
2022 Q4	$2.32M	Buy	+64,617	New	+$2.09M	1.64%	13

Other funds holding SPEM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

New England Capital Financial Advisors's SPEM Position: Q4 2024 in Review

New England Capital Financial Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2024, closing a stake of 1 share — an estimated $37 sold.

New England Capital Financial Advisors first reported a position in SPEM in Q4 2022 and held it in 8 quarters. The position peaked at $2.6M in Q4 2023. 828 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

New England Capital Financial Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 1 State Street SPDR Portfolio Emerging Markets ETF share in Q4 2024, an estimated $37.
New England Capital Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and held it in 8 quarters.
New England Capital Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.6M in Q4 2023.
828 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on New England Capital Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.