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Reston Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Reston Wealth Management’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
-272
Closed -$11.2K – 366
2024
Q3 		$11.2K Buy
+272
New +$10.4K ﹤0.01% 234
2022
Q4 		– Sell
-28,212
Closed -$876K – 50
2022
Q3 		$876K Sell
28,212
-10,490
-27% -$357K 0.52% 20
2022
Q2 		$1.35M Buy
+38,702
New +$1.4M 0.75% 17

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

Reston Wealth Management's SPEM Position: Q4 2024 in Review

Reston Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2024, closing a stake of 272 shares — an estimated $11.2K sold.

Reston Wealth Management first reported a position in SPEM in Q2 2022 and held it in 3 quarters. The position peaked at $1.35M in Q2 2022. 827 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • Reston Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 272 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $11.2K.
  • Reston Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and held it in 3 quarters.
  • Reston Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.35M in Q2 2022.
  • 827 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.