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TFO Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

TFO Wealth 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
Q2 		– Sell
-11
Closed -$398 – 654
2024
Q1 		$398 Buy
11
+2
+22% +$70 ﹤0.01% 315
2023
Q4 		$319 Sell
9
-3
-25% -$102 ﹤0.01% 500
2023
Q3 		$413 Hold
12
– – ﹤0.01% 515
2023
Q2 		$413 Buy
12
+1
+9% +$34 ﹤0.01% 321
2023
Q1 		$375 Sell
11
-17,968
-100% -$618K ﹤0.01% 309
2022
Q4 		$6.88M Buy
17,979
+17,949
+59,830% +$581K 1.59% 8
2022
Q3 		$1K Sell
30
-2
-6% -$68 ﹤0.01% 134
2022
Q2 		$1K Sell
32
-996
-97% -$36K ﹤0.01% 463
2022
Q1 		$40K Buy
1,028
+931
+960% +$37.5K 0.01% 76
2021
Q4 		$4K Buy
97
+12
+14% +$513 ﹤0.01% 111
2021
Q3 		$4K Buy
85
+39
+85% +$1.69K ﹤0.01% 119
2021
Q2 		$2K Buy
46
+22
+92% +$985 ﹤0.01% 103
2021
Q1 		$1K Buy
24
+20
+500% +$894 ﹤0.01% 161
2020
Q4 		$0 Buy
+4
New +$159 ﹤0.01% 154
2020
Q3 		– Sell
-32
Closed -$1K – 184
2020
Q2 		$1K Sell
32
-198
-86% -$6.19K ﹤0.01% 131
2020
Q1 		$6K Sell
230
-10
-4% -$344 ﹤0.01% 103
2019
Q4 		$9K Buy
+240
New +$8.65K 0.01% 126

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TFO Wealth Partners's SPEM Position: Q2 2024 in Review

TFO Wealth Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 11 shares — an estimated $398 sold.

TFO Wealth Partners first reported a position in SPEM in Q4 2019 and held it in 17 quarters. The position peaked at $6.88M in Q4 2022. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

  • TFO Wealth Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $398.
  • TFO Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 17 quarters.
  • TFO Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.88M in Q4 2022.
  • 731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.