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

Sugarloaf 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 		$9.12M Buy
237,808
+5,705
+2% +$229K 1.73% 13
2024
Q3 		$9.58M Buy
232,103
+826
+0.4% +$31.7K 1.81% 13
2024
Q2 		$8.71M Buy
231,277
+2,492
+1% +$92.8K 1.76% 13
2024
Q1 		$8.28M Buy
228,785
+44,442
+24% +$1.56M 1.71% 13
2023
Q4 		$6.53M Buy
184,343
+6,385
+4% +$217K 1.57% 12
2023
Q3 		$5.97M Sell
177,958
-29,126
-14% -$1.01M 1.51% 13
2023
Q2 		$7.12M Buy
207,084
+48,787
+31% +$1.67M 1.67% 10
2023
Q1 		$5.4M Buy
158,297
+18,565
+13% +$638K 1.33% 11
2022
Q4 		$4.61M Sell
139,732
-65,679
-32% -$2.13M 1.16% 12
2022
Q3 		$6.38M Buy
205,411
+5,348
+3% +$182K 1.63% 13
2022
Q2 		$6.96M Buy
+200,063
New +$7.22M 1.74% 12

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

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

Sugarloaf Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.5% in Q4 2024, buying an estimated $229K and bringing the position to 237,808 shares worth $9.12M. The position accounts for 1.73% of the portfolio, ranked #13.

Sugarloaf Wealth Management first reported a position in SPEM in Q2 2022 and has held it in 11 quarters since. The position peaked at $9.58M in Q3 2024. 827 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • Sugarloaf Wealth Management held 237,808 shares of State Street SPDR Portfolio Emerging Markets ETF worth $9.12M as of Q4 2024.
  • Sugarloaf Wealth Management bought 5,705 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $229K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.73% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #13 holding.
  • Sugarloaf Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 11 quarters since.
  • Sugarloaf Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $9.58M in Q3 2024.
  • 827 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.