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Strategic Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Strategic Asset 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
2022
Q3 		$378K Buy
12,162
+199
+2% +$6.77K 0.65% 27
2022
Q2 		$416K Buy
11,963
+421
+4% +$15.2K 0.67% 30
2022
Q1 		$446K Sell
11,542
-43
-0.4% -$1.73K 0.63% 29
2021
Q4 		$481K Buy
11,585
+1,769
+18% +$75.6K 0.67% 28
2021
Q3 		$423K Buy
+9,816
New +$426K 0.59% 33

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Strategic Asset Management's SPEM Position: Q3 2022 in Review

Strategic Asset Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.7% in Q3 2022, buying an estimated $6.77K and bringing the position to 12,162 shares worth $378K. The position accounts for 0.65% of the portfolio, ranked #27.

Strategic Asset Management first reported a position in SPEM in Q3 2021 and has held it in 5 quarters since. The position peaked at $481K in Q4 2021. 566 funds tracked by Wall St. Rank hold SPEM as of Q3 2022.

  • Strategic Asset Management held 12,162 shares of State Street SPDR Portfolio Emerging Markets ETF worth $378K as of Q3 2022.
  • Strategic Asset Management bought 199 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2022, an estimated $6.77K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.65% of Strategic Asset Management's portfolio in Q3 2022, its #27 holding.
  • Strategic Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $481K in Q4 2021.
  • 566 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.