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Wipfli Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$28K Buy
+914
New +$31.1K ﹤0.01% 1416

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Wipfli Financial Advisors's SPEM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2022: 914 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings.

566 funds tracked by Wall St. Rank hold SPEM as of Q3 2022.

  • Wipfli Financial Advisors held 914 shares of State Street SPDR Portfolio Emerging Markets ETF worth $28K as of Q3 2022.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1416 holding.
  • 566 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.