Semmax Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Semmax Financial Advisors’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	-990	Closed	-$34.1K	–	439
2023 Q4	$34.1K	Hold	990	–	–	0.01%	160
2023 Q3	$33.5K	Buy	+990	New	+$34.2K	0.01%	138
2022 Q4	$35K	Hold	990	–	–	0.01%	129
2022 Q3	$32K	Hold	990	–	–	0.01%	126
2022 Q2	$35K	Hold	990	–	–	0.01%	126
2022 Q1	$38K	Hold	990	–	–	0.02%	140
2021 Q4	$41K	Hold	990	–	–	0.02%	141
2021 Q3	$42K	Hold	990	–	–	0.01%	134
2021 Q2	$45K	Hold	990	–	–	0.01%	131
2021 Q1	$43K	Sell	990 -105	-10%	-$4.69K	0.02%	129
2020 Q4	$46K	Hold	1,095	–	–	0.02%	127
2020 Q3	$40K	Hold	1,095	–	–	0.02%	120
2020 Q2	$37K	Hold	1,095	–	–	0.02%	118
2020 Q1	$31K	Sell	1,095 -134	-11%	-$4.61K	0.02%	121
2019 Q4	$46K	Sell	1,229 -229	-16%	-$8.25K	0.03%	114
2019 Q3	$50K	Hold	1,458	–	–	0.03%	115
2019 Q2	$52K	Sell	1,458 -6,051	-81%	-$214K	0.03%	118
2019 Q1	$269K	Buy	7,509 +6,137	+447%	+$214K	0.19%	113
2018 Q4	$44K	Buy	+1,372	New	+$45.2K	0.03%	201

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Semmax Financial Advisors's SPEM Position: Q1 2024 in Review

Semmax Financial Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024, closing a stake of 990 shares — an estimated $34.1K sold.

Semmax Financial Advisors first reported a position in SPEM in Q4 2018 and held it in 19 quarters. The position peaked at $269K in Q1 2019. 717 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

Semmax Financial Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Semmax Financial Advisors sold 990 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $34.1K.
Semmax Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 19 quarters.
Semmax Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $269K in Q1 2019.
717 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on Semmax Financial Advisors's 13F filing for Q1 2024, filed 16 May 2024.