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

Strategic Blueprint’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
2023
Q3 		– Sell
-7,171
Closed -$247K – 568
2023
Q2 		$247K Sell
7,171
-1,825
-20% -$62.4K 0.02% 467
2023
Q1 		$307K Sell
8,996
-304
-3% -$10.5K 0.03% 406
2022
Q4 		$307K Sell
9,300
-646
-6% -$20.9K 0.04% 393
2022
Q3 		$309K Buy
9,946
+499
+5% +$17K 0.04% 360
2022
Q2 		$328K Sell
9,447
-1,280
-12% -$46.2K 0.04% 349
2022
Q1 		$414K Sell
10,727
-280
-3% -$11.3K 0.05% 317
2021
Q4 		$457K Sell
11,007
-2,899
-21% -$124K 0.06% 280
2021
Q3 		$591K Sell
13,906
-204
-1% -$8.86K 0.09% 208
2021
Q2 		$642K Buy
14,110
+1,258
+10% +$56.3K 0.1% 200
2021
Q1 		$563K Buy
12,852
+1,455
+13% +$65K 0.12% 154
2020
Q4 		$480K Sell
11,397
-70
-0.6% -$2.78K 0.12% 145
2020
Q3 		$419K Sell
11,467
-430
-4% -$15.7K 0.13% 138
2020
Q2 		$398K Sell
11,897
-8,220
-41% -$257K 0.14% 109
2020
Q1 		$573K Buy
+20,117
New +$692K 0.33% 68
2019
Q4 		– Sell
-1,117
Closed -$38K – 367
2019
Q3 		$38K Buy
+1,117
New +$38.8K 0.03% 173

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Blueprint's SPEM Position: Q3 2023 in Review

Strategic Blueprint sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 7,171 shares — an estimated $247K sold.

Strategic Blueprint first reported a position in SPEM in Q3 2019 and held it in 15 quarters. The position peaked at $642K in Q2 2021. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

  • Strategic Blueprint reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Strategic Blueprint sold 7,171 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $247K.
  • Strategic Blueprint first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and held it in 15 quarters.
  • Strategic Blueprint's State Street SPDR Portfolio Emerging Markets ETF position peaked at $642K in Q2 2021.
  • 626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Strategic Blueprint's 13F filing for Q3 2023, filed 18 Oct 2023.