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

Ruedi 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
2023
Q2 		– Hold
0
– – – 225
2023
Q1 		– Sell
-1
Closed -$34 – 259
2022
Q4 		$51 Buy
+1
New +$32 ﹤0.01% 238

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ruedi Wealth Management's SPEM Position: Q2 2023 in Review

Ruedi Wealth Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2023 at 0 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Ruedi Wealth Management first reported a position in SPEM in Q4 2022 and has held it in 1 quarter since. The position peaked at $51 in Q4 2022. 630 funds tracked by Wall St. Rank hold SPEM as of Q2 2023.

  • Ruedi Wealth Management held 0 shares of State Street SPDR Portfolio Emerging Markets ETF worth $7 as of Q2 2023.
  • Ruedi Wealth Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2023.
  • State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Ruedi Wealth Management's portfolio in Q2 2023, its #225 holding.
  • Ruedi Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 1 quarter since.
  • Ruedi Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $51 in Q4 2022.
  • 630 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.