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Plante Moran Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Plante Moran Financial 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
2024
Q4 		– Sell
-130
Closed -$5.37K – 980
2024
Q3 		$5.37K Buy
+130
New +$4.99K ﹤0.01% 677
2024
Q2 		– Sell
-473
Closed -$17.1K – 872
2024
Q1 		$17.1K Buy
473
+296
+167% +$10.4K ﹤0.01% 525
2023
Q4 		$6.27K Buy
+177
New +$6.02K ﹤0.01% 626
2023
Q3 		– Sell
-1,420
Closed -$48.8K – 852
2023
Q2 		$48.8K Hold
1,420
– – 0.01% 304
2023
Q1 		$48.5K Hold
1,420
– – 0.01% 296
2022
Q4 		$46.8K Buy
+1,420
New +$46K 0.01% 316
2021
Q4 		– Sell
-262
Closed -$11K – 1092
2021
Q3 		$11K Buy
+262
New +$11.4K ﹤0.01% 677
2019
Q4 		– Sell
-278
Closed -$10K – 890
2019
Q3 		$10K Buy
+278
New +$9.65K ﹤0.01% 598
2018
Q4 		– Sell
-514
Closed -$18K – 959
2018
Q3 		$18K Buy
+514
New +$18.1K 0.01% 442

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