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Sweet Financial Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sweet Financial Partners’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
-11,752
Closed -$416K – 198
2023
Q4 		$416K Buy
+11,752
New +$400K 0.1% 132

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

Sweet Financial Partners's SPEM Position: Q1 2024 in Review

Sweet Financial Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024, closing a stake of 11,752 shares — an estimated $416K sold.

Sweet Financial Partners first reported a position in SPEM in Q4 2023 and held it in 1 quarter. The position peaked at $416K in Q4 2023. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

  • Sweet Financial Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Sweet Financial Partners sold 11,752 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $416K.
  • Sweet Financial Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and held it in 1 quarter.
  • Sweet Financial Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $416K in Q4 2023.
  • 714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on Sweet Financial Partners's 13F filing for Q1 2024, filed 23 Apr 2024.