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

NovaPoint Capital’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
Q2 		– Sell
-7,062
Closed -$256K – 143
2024
Q1 		$256K Sell
7,062
-1,600
-18% -$56.3K 0.09% 119
2023
Q4 		$307K Sell
8,662
-15,864
-65% -$540K 0.11% 102
2023
Q3 		$823K Buy
24,526
+326
+1% +$11.3K 0.33% 71
2023
Q2 		$832K Sell
24,200
-251
-1% -$8.58K 0.31% 75
2023
Q1 		$835K Sell
24,451
-1,795
-7% -$61.7K 0.34% 74
2022
Q4 		$865K Sell
26,246
-5,242
-17% -$170K 0.38% 63
2022
Q3 		$977K Sell
31,488
-10,301
-25% -$351K 0.44% 61
2022
Q2 		$1.45M Sell
41,789
-9,311
-18% -$336K 0.63% 55
2022
Q1 		$1.98M Sell
51,100
-931
-2% -$37.5K 0.72% 55
2021
Q4 		$2.16M Buy
52,031
+259
+0.5% +$11.1K 0.77% 51
2021
Q3 		$2.2M Buy
51,772
+511
+1% +$22.2K 0.88% 48
2021
Q2 		$2.33M Buy
51,261
+4,066
+9% +$182K 0.97% 48
2021
Q1 		$2.07M Buy
47,195
+10,798
+30% +$483K 0.97% 48
2020
Q4 		$1.53M Sell
36,397
-1,313
-3% -$52.1K 0.8% 49
2020
Q3 		$1.38M Buy
37,710
+2,933
+8% +$107K 0.89% 50
2020
Q2 		$1.16M Buy
34,777
+13,451
+63% +$421K 0.87% 49
2020
Q1 		$607K Buy
+21,326
New +$733K 0.55% 55

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

NovaPoint Capital's SPEM Position: Q2 2024 in Review

NovaPoint Capital sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 7,062 shares — an estimated $256K sold.

NovaPoint Capital first reported a position in SPEM in Q1 2020 and held it in 17 quarters. The position peaked at $2.33M in Q2 2021. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • NovaPoint Capital reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • NovaPoint Capital sold 7,062 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $256K.
  • NovaPoint Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and held it in 17 quarters.
  • NovaPoint Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.33M in Q2 2021.
  • 731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on NovaPoint Capital's 13F filing for Q2 2024, filed 10 Jul 2024.