Pecaut & Co’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Pecaut & Co’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
2023 Q4	–	Sell	-186	Closed	-$6.24K	–	97
2023 Q3	$6.24K	Sell	186 -28	-13%	-$968	﹤0.01%	96
2023 Q2	$7.36K	Hold	214	–	–	﹤0.01%	100
2023 Q1	$7.3K	Sell	214 -361	-63%	-$12.4K	﹤0.01%	106
2022 Q4	$19K	Sell	575 -92,903	-99%	-$3.01M	0.01%	99
2022 Q3	$2.9M	Buy	93,478 +16,732	+22%	+$569K	1.54%	20
2022 Q2	$2.67M	Buy	76,746 +8,696	+13%	+$314K	1.5%	20
2022 Q1	$2.63M	Sell	68,050 -2,359	-3%	-$95K	1.28%	23
2021 Q4	$2.92M	Buy	70,409 +37,697	+115%	+$1.61M	1.48%	24
2021 Q3	$1.39M	Buy	32,712 +24,505	+299%	+$1.06M	0.83%	28
2021 Q2	$373K	Buy	+8,207	New	+$367K	0.24%	48

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

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

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

TIAA Trust, National Association

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

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

Envestnet Asset Management

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return