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Peterson Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Peterson Financial Group’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
Q3 		$11.6K Buy
+280
New +$10.7K 0.04% 194

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
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Peterson Financial Group's SPEM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2024: 280 shares worth $11.6K. The stake represents 0.04% of the portfolio and ranks #194 among its holdings.

766 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Peterson Financial Group held 280 shares of State Street SPDR Portfolio Emerging Markets ETF worth $11.6K as of Q3 2024.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Peterson Financial Group position in Q3 2024.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #194 holding.
  • 766 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.