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Prosperity Capital Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Prosperity Capital 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
2025
Q4 		– Sell
-7,297
Closed -$342K – 443
2025
Q3 		$342K Sell
7,297
-250
-3% -$11.1K 0.02% 331
2025
Q2 		$323K Sell
7,547
-1,683
-18% -$67.9K 0.02% 311
2025
Q1 		$365K Sell
9,230
-216
-2% -$8.47K 0.03% 268
2024
Q4 		$362K Sell
9,446
-1,931
-17% -$77.7K 0.03% 256
2024
Q3 		$470K Sell
11,377
-3,980
-26% -$153K 0.04% 228
2024
Q2 		$579K Buy
15,357
+1,090
+8% +$40.6K 0.06% 180
2024
Q1 		$516K Sell
14,267
-956
-6% -$33.6K 0.06% 206
2023
Q4 		$539K Buy
15,223
+1,090
+8% +$37.1K 0.06% 147
2023
Q3 		$474K Sell
14,133
-607
-4% -$21K 0.06% 142
2023
Q2 		$507K Sell
14,740
-4,793
-25% -$164K 0.07% 136
2023
Q1 		$667K Buy
19,533
+547
+3% +$18.8K 0.1% 101
2022
Q4 		$626K Buy
+18,986
New +$615K 0.19% 84

Other funds holding SPEM

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $431B AUM 30.22% 1-Year Est. Return