Washington Trust’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Washington Trust’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	-1,204	Closed	-$43.6K	–	903
2024 Q1	$43.6K	Buy	+1,204	New	+$42.4K	﹤0.01%	471
2021 Q4	–	Sell	-5,040	Closed	-$214K	–	1071
2021 Q3	$214K	Hold	5,040	–	–	0.01%	304
2021 Q2	$229K	Hold	5,040	–	–	0.01%	290
2021 Q1	$221K	Hold	5,040	–	–	0.01%	283
2020 Q4	$212K	Hold	5,040	–	–	0.01%	272
2020 Q3	$184K	Buy	+5,040	New	+$184K	0.01%	267

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Washington Trust's SPEM Position: Q2 2024 in Review

Washington Trust sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2024, closing a stake of 1,204 shares — an estimated $43.6K sold.

Washington Trust first reported a position in SPEM in Q3 2020 and held it in 6 quarters. The position peaked at $229K in Q2 2021. 731 funds tracked by Wall St. Rank hold SPEM as of Q2 2024.

Washington Trust reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Washington Trust sold 1,204 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2024, an estimated $43.6K.
Washington Trust first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 6 quarters.
Washington Trust's State Street SPDR Portfolio Emerging Markets ETF position peaked at $229K in Q2 2021.
731 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2024.

Based on Washington Trust's 13F filing for Q2 2024, filed 15 Jul 2024.