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

Tradition 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
Q1 		– Sell
-3,172
Closed -$112K – 1064
2023
Q4 		$112K Sell
3,172
-3,113
-50% -$106K 0.01% 439
2023
Q3 		$211K Sell
6,285
-1,424
-18% -$49.2K 0.03% 299
2023
Q2 		$265K Sell
7,709
-2,249
-23% -$76.9K 0.03% 267
2023
Q1 		$340K Sell
9,958
-5,787
-37% -$199K 0.04% 224
2022
Q4 		$519K Sell
15,745
-124,241
-89% -$4.02M 0.07% 161
2022
Q3 		$4.34M Sell
139,986
-14,800
-10% -$504K 0.65% 43
2022
Q2 		$5.38M Sell
154,786
-47,299
-23% -$1.71M 0.78% 35
2022
Q1 		$7.81M Sell
202,085
-15,077
-7% -$607K 1% 29
2021
Q4 		$9.01M Buy
217,162
+85,548
+65% +$3.66M 1.13% 25
2021
Q3 		$5.6M Buy
131,614
+14,466
+12% +$628K 0.8% 36
2021
Q2 		$5.33M Buy
117,148
+16,557
+16% +$741K 0.8% 37
2021
Q1 		$4.4M Buy
100,591
+36,371
+57% +$1.63M 0.76% 40
2020
Q4 		$2.71M Buy
+64,220
New +$2.55M 0.53% 55

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

Tradition Wealth Management's SPEM Position: Q1 2024 in Review

Tradition Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024, closing a stake of 3,172 shares — an estimated $112K sold.

Tradition Wealth Management first reported a position in SPEM in Q4 2020 and held it in 13 quarters. The position peaked at $9.01M in Q4 2021. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

  • Tradition Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 3,172 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $112K.
  • Tradition Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $9.01M in Q4 2021.
  • 714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.