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

Regal 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
2024
Q3 		– Sell
-7,646
Closed -$288K – 569
2024
Q2 		$288K Sell
7,646
-3,813
-33% -$142K 0.02% 473
2024
Q1 		$415K Sell
11,459
-176,587
-94% -$6.21M 0.03% 393
2023
Q4 		$6.66M Sell
188,046
-2,204
-1% -$75K 0.5% 52
2023
Q3 		$6.39M Buy
190,250
+41,404
+28% +$1.43M 0.54% 49
2023
Q2 		$5.12M Buy
148,846
+6,778
+5% +$232K 0.43% 69
2023
Q1 		$4.85M Sell
142,068
-11,120
-7% -$382K 0.43% 70
2022
Q4 		$5.05M Buy
153,188
+13,673
+10% +$443K 0.49% 56
2022
Q3 		$4.33M Sell
139,515
-1,606
-1% -$54.6K 0.46% 62
2022
Q2 		$4.91M Buy
141,121
+8,419
+6% +$304K 0.51% 56
2022
Q1 		$5.13M Sell
132,702
-24,044
-15% -$969K 0.47% 57
2021
Q4 		$6.5M Buy
156,746
+12,239
+8% +$523K 0.58% 36
2021
Q3 		$6.15M Buy
144,507
+9,816
+7% +$426K 0.6% 36
2021
Q2 		$6.13M Buy
+134,691
New +$6.03M 0.61% 35
2021
Q1 		– Sell
-130,754
Closed -$5.51M – 364
2020
Q4 		$5.51M Buy
+130,754
New +$5.19M 0.62% 40
2020
Q3 		– Sell
-98,856
Closed -$3.31M – 242
2020
Q2 		$3.31M Buy
+98,856
New +$3.09M 0.61% 47
2019
Q1 		– Sell
-8,768
Closed -$284K – 387
2018
Q4 		$284K Buy
+8,768
New +$289K 0.06% 255

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

Regal Investment Advisors's SPEM Position: Q3 2024 in Review

Regal Investment Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2024, closing a stake of 7,646 shares — an estimated $288K sold.

Regal Investment Advisors first reported a position in SPEM in Q4 2018 and held it in 16 quarters. The position peaked at $6.66M in Q4 2023. 765 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • Regal Investment Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 7,646 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $288K.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 16 quarters.
  • Regal Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.66M in Q4 2023.
  • 765 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.