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Pinion Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Pinion Investment Advisors’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
-35,473
Closed -$1.19M – 168
2023
Q3 		$1.19M Buy
35,473
+11,213
+46% +$388K 0.77% 24
2023
Q2 		$834K Buy
+24,260
New +$830K 0.57% 37

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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
Ameriprise Minneapolis, Minnesota $432B 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinion Investment Advisors's SPEM Position: Q4 2023 in Review

Pinion Investment Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2023, closing a stake of 35,473 shares — an estimated $1.19M sold.

Pinion Investment Advisors first reported a position in SPEM in Q2 2023 and held it in 2 quarters. The position peaked at $1.19M in Q3 2023. 722 funds tracked by Wall St. Rank hold SPEM as of Q4 2023.

  • Pinion Investment Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 35,473 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2023, an estimated $1.19M.
  • Pinion Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and held it in 2 quarters.
  • Pinion Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.19M in Q3 2023.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2023.

Based on Pinion Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.