Roble Belko & Company’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Roble Belko & Company’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	–	Sell	-2,802	Closed	-$99K	–	365
2023 Q4	$99K	Hold	2,802	–	–	0.02%	131
2023 Q3	$94K	Hold	2,802	–	–	0.02%	125
2023 Q2	$96K	Hold	2,802	–	–	0.02%	118
2023 Q1	$96K	Hold	2,802	–	–	0.02%	126
2022 Q4	$92K	Hold	2,802	–	–	0.02%	131
2022 Q3	$87K	Hold	2,802	–	–	0.02%	130
2022 Q2	$97K	Hold	2,802	–	–	0.02%	127
2022 Q1	$108K	Hold	2,802	–	–	0.02%	133
2021 Q4	$116K	Buy	+2,802	New	+$120K	0.02%	125

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

Roble Belko & Company's SPEM Position: Q1 2024 in Review

Roble Belko & Company sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024, closing a stake of 2,802 shares — an estimated $99K sold.

Roble Belko & Company first reported a position in SPEM in Q4 2021 and held it in 9 quarters. The position peaked at $116K in Q4 2021. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

Roble Belko & Company reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Roble Belko & Company sold 2,802 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $99K.
Roble Belko & Company first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 9 quarters.
Roble Belko & Company's State Street SPDR Portfolio Emerging Markets ETF position peaked at $116K in Q4 2021.
714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on Roble Belko & Company's 13F filing for Q1 2024, filed 11 Apr 2024.