Retirement Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Retirement Group’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 Q1	$4.78K	Hold	132	–	–	﹤0.01%	568
2023 Q4	$4.68K	Buy	132 +2	+2%	+$68	﹤0.01%	538
2023 Q3	$4.37K	Hold	130	–	–	﹤0.01%	499
2023 Q2	$4.47K	Buy	130 +2	+2%	+$68	﹤0.01%	525
2023 Q1	$4K	Hold	128	–	–	﹤0.01%	528
2022 Q4	$4K	Buy	+128	New	+$4.15K	﹤0.01%	463
2022 Q3	–	Sell	-126	Closed	-$4K	–	763
2022 Q2	$4K	Buy	126 +2	+2%	+$72	﹤0.01%	560
2022 Q1	$5K	Hold	124	–	–	﹤0.01%	549
2021 Q4	$5K	Buy	124 +3	+2%	+$128	﹤0.01%	532
2021 Q3	$5K	Hold	121	–	–	﹤0.01%	451
2021 Q2	$6K	Sell	121 -527	-81%	-$23.6K	﹤0.01%	471
2021 Q1	$28K	Buy	648 +528	+440%	+$23.6K	0.01%	335
2020 Q4	$5K	Buy	120 +1	+0.8%	+$40	﹤0.01%	507
2020 Q3	$4K	Hold	119	–	–	﹤0.01%	515
2020 Q2	$4K	Buy	+119	New	+$3.72K	﹤0.01%	484

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Retirement Group's SPEM Position: Q1 2024 in Review

Retirement Group held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2024 at 132 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Retirement Group first reported a position in SPEM in Q2 2020 and has held it in 15 quarters since. The position peaked at $28K in Q1 2021. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

Retirement Group held 132 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.78K as of Q1 2024.
Retirement Group left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #568 holding.
Retirement Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 15 quarters since.
Retirement Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $28K in Q1 2021.
714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.