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Petix & Botte Financial’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Petix & Botte Financial’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
-43,506
Closed -$1.57M – 152
2024
Q1 		$1.57M Buy
+43,506
New +$1.53M 0.39% 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

Petix & Botte Financial's SPEM Position: Q2 2024 in Review

Petix & Botte Financial sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 43,506 shares — an estimated $1.57M sold.

Petix & Botte Financial first reported a position in SPEM in Q1 2024 and held it in 1 quarter. The position peaked at $1.57M in Q1 2024. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • Petix & Botte Financial reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 43,506 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $1.57M.
  • Petix & Botte Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.57M in Q1 2024.
  • 731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.