RW
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RVW Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

RVW Wealth’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
Q2 		– Sell
-20,598
Closed -$745K – 158
2024
Q1 		$745K Sell
20,598
-2,272
-10% -$79.9K 0.08% 77
2023
Q4 		$810K Sell
22,870
-7,536
-25% -$256K 0.09% 76
2023
Q3 		$1.02M Sell
30,406
-6,277
-17% -$217K 0.12% 66
2023
Q2 		$1.26M Sell
36,683
-9,287
-20% -$318K 0.15% 62
2023
Q1 		$1.57M Sell
45,970
-13,903
-23% -$478K 0.19% 56
2022
Q4 		$1.97M Sell
59,873
-133,143
-69% -$4.31M 0.25% 47
2022
Q3 		$5.99M Sell
193,016
-16,916
-8% -$576K 0.84% 36
2022
Q2 		$7.3M Sell
209,932
-107,817
-34% -$3.89M 0.98% 35
2022
Q1 		$12.3M Buy
317,749
+37,872
+14% +$1.53M 1.42% 27
2021
Q4 		$11.6M Sell
279,877
-95,488
-25% -$4.08M 1.3% 29
2021
Q3 		$16M Buy
375,365
+36,758
+11% +$1.6M 1.92% 25
2021
Q2 		$15M Buy
338,607
+40,298
+14% +$1.8M 1.88% 26
2021
Q1 		$13M Buy
+298,309
New +$13.3M 1.7% 28

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RVW Wealth's SPEM Position: Q2 2024 in Review

RVW Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 20,598 shares — an estimated $745K sold.

RVW Wealth first reported a position in SPEM in Q1 2021 and held it in 13 quarters. The position peaked at $16M in Q3 2021. 734 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • RVW Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • RVW Wealth sold 20,598 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $745K.
  • RVW Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and held it in 13 quarters.
  • RVW Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $16M in Q3 2021.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on RVW Wealth's 13F filing for Q2 2024, filed 8 Jul 2024.