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

Sanctuary 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 		$125K Sell
3,269
-249
-7% -$10K 0.08% 60
2024
Q3 		$145K Hold
3,518
– – 0.1% 56
2024
Q2 		$133K Sell
3,518
-15
-0.4% -$559 0.1% 56
2024
Q1 		$128K Sell
3,533
-660
-16% -$23.2K 0.1% 55
2023
Q4 		$148K Buy
4,193
+240
+6% +$8.16K 0.14% 45
2023
Q3 		$133K Buy
3,953
+1,999
+102% +$69.1K 0.14% 43
2023
Q2 		$67.2K Buy
+1,954
New +$66.8K 0.07% 65
2022
Q4 		$28.2K Buy
+855
New +$27.7K 0.03% 86
2018
Q2 		– Sell
-19,252
Closed -$757K – 21
2018
Q1 		$757K Buy
+19,252
New +$771K 0.64% 8

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

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

Sanctuary Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7.1% in Q4 2024, selling an estimated $10K and leaving 3,269 shares worth $125K. The position accounts for 0.08% of the portfolio, ranked #60.

Sanctuary Wealth Management first reported a position in SPEM in Q1 2018 and has held it in 9 quarters since. The position peaked at $757K in Q1 2018. 827 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • Sanctuary Wealth Management held 3,269 shares of State Street SPDR Portfolio Emerging Markets ETF worth $125K as of Q4 2024.
  • Sanctuary Wealth Management sold 249 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $10K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of Sanctuary Wealth Management's portfolio in Q4 2024, its #60 holding.
  • Sanctuary Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 9 quarters since.
  • Sanctuary Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $757K in Q1 2018.
  • 827 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.