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

Peninsula Wealth’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 		$1.37M Buy
35,674
+10,778
+43% +$433K 0.23% 41
2024
Q3 		$1.02M Buy
+24,896
New +$955K 0.18% 52

Other funds holding SPEM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Peninsula Wealth's SPEM Position: Q4 2024 in Review

Peninsula Wealth increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 43% in Q4 2024, buying an estimated $433K and bringing the position to 35,674 shares worth $1.37M. The position accounts for 0.23% of the portfolio, ranked #41.

Peninsula Wealth first reported a position in SPEM in Q3 2024 and has held it in 2 quarters since. 827 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • Peninsula Wealth held 35,674 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.37M as of Q4 2024.
  • Peninsula Wealth bought 10,778 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $433K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.23% of Peninsula Wealth's portfolio in Q4 2024, its #41 holding.
  • Peninsula Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 2 quarters since.
  • 827 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.