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SJS Investment Consulting’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

SJS Investment Consulting’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
-27
Closed -$978 – 1708
2024
Q1 		$978 Buy
+27
New +$950 ﹤0.01% 1044
2022
Q1 		$406K Buy
10,497
+6,910
+193% +$278K 0.12% 56
2021
Q4 		$149K Buy
+3,587
New +$153K 0.04% 109

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SJS Investment Consulting's SPEM Position: Q2 2024 in Review

SJS Investment Consulting sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 27 shares — an estimated $978 sold.

SJS Investment Consulting first reported a position in SPEM in Q4 2021 and held it in 3 quarters. The position peaked at $406K in Q1 2022. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • SJS Investment Consulting reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 27 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $978.
  • SJS Investment Consulting first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 3 quarters.
  • SJS Investment Consulting's State Street SPDR Portfolio Emerging Markets ETF position peaked at $406K in Q1 2022.
  • 731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on SJS Investment Consulting's 13F filing for Q2 2024, filed 16 Jul 2024.