SCP
SPEM icon

Syntal Capital Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Syntal Capital 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
2023
Q4 		– Sell
-58,969
Closed -$1.98M – 85
2023
Q3 		$1.98M Sell
58,969
-91,626
-61% -$3.17M 1.54% 12
2023
Q2 		$5.18M Buy
150,595
+919
+0.6% +$31.4K 2.08% 8
2023
Q1 		$5.11M Sell
149,676
-7,502
-5% -$258K 1.87% 9
2022
Q4 		$5.18M Buy
157,178
+594
+0.4% +$19.2K 2.05% 9
2022
Q3 		$4.86M Buy
+156,584
New +$5.33M 1.99% 10
2020
Q4 		– Sell
-8,413
Closed -$307K – 127
2020
Q3 		$307K Sell
8,413
-18,012
-68% -$657K 0.14% 99
2020
Q2 		$884K Sell
26,425
-36,569
-58% -$1.14M 0.42% 78
2020
Q1 		$1.79M Sell
62,994
-50,030
-44% -$1.72M 1.18% 14
2019
Q4 		$4.25M Sell
113,024
-47,960
-30% -$1.73M 2.37% 7
2019
Q3 		$5.52M Sell
160,984
-18,441
-10% -$640K 1.43% 13
2019
Q2 		$6.42M Sell
179,425
-16,843
-9% -$597K 1.38% 14
2019
Q1 		$7.02M Buy
196,268
+923
+0.5% +$32.1K 3.17% 6
2018
Q4 		$6.41M Buy
+195,345
New +$6.44M 3.95% 4
2018
Q2 		– Sell
-5,120
Closed -$201K – 153
2018
Q1 		$201K Sell
5,120
-4,959
-49% -$199K 0.07% 135
2017
Q4 		$384K Buy
10,079
+3,477
+53% +$129K 0.12% 114
2017
Q3 		$239K Hold
6,602
– – 0.17% 94
2017
Q2 		$219 Hold
6,602
– – 0.05% 85
2017
Q1 		$211K Buy
+6,602
New +$205K 0.18% 89
2015
Q4 		– Sell
-4,866
Closed -$127K – 133
2015
Q3 		$127K Buy
4,866
+934
+24% +$26.7K 0.18% 56
2015
Q2 		$126 Hold
3,932
– – 0.12% 75
2015
Q1 		$126K Buy
3,932
+4
+0.1% +$128 0.16% 73
2014
Q4 		$125K Hold
3,928
– – 0.07% 91
2014
Q3 		$130K Hold
3,928
– – 0.06% 90
2014
Q2 		$132K Hold
3,928
– – 0.06% 98
2014
Q1 		$124 Buy
+3,928
New +$120K 0.07% 76

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syntal Capital Partners's SPEM Position: Q4 2023 in Review

Syntal Capital Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2023, closing a stake of 58,969 shares — an estimated $1.98M sold.

Syntal Capital Partners first reported a position in SPEM in Q1 2014 and held it in 25 quarters. The position peaked at $7.02M in Q1 2019. 722 funds tracked by Wall St. Rank hold SPEM as of Q4 2023.

  • Syntal Capital Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Syntal Capital Partners sold 58,969 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2023, an estimated $1.98M.
  • Syntal Capital Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2014 and held it in 25 quarters.
  • Syntal Capital Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.02M in Q1 2019.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2023.

Based on Syntal Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.