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WR Wealth Planners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

WR Wealth Planners’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
Q4 		$306K Sell
7,976
-805
-9% -$32.4K 0.1% 128
2024
Q3 		$362K Buy
8,781
+305
+4% +$11.7K 0.1% 125
2024
Q2 		$319K Sell
8,476
-111
-1% -$4.13K 0.1% 126
2024
Q1 		$311K Sell
8,587
-2,281
-21% -$80.3K 0.1% 133
2023
Q4 		$385K Buy
10,868
+90
+0.8% +$3.06K 0.14% 126
2023
Q3 		$362K Buy
10,778
+698
+7% +$24.1K 0.14% 118
2023
Q2 		$347K Buy
10,080
+170
+2% +$5.81K 0.13% 120
2023
Q1 		$338K Buy
9,910
+431
+5% +$14.8K 0.15% 114
2022
Q4 		$312K Buy
+9,479
New +$307K 0.19% 83

Other funds holding SPEM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

WR Wealth Planners's SPEM Position: Q4 2024 in Review

WR Wealth Planners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 9.2% in Q4 2024, selling an estimated $32.4K and leaving 7,976 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #128.

WR Wealth Planners first reported a position in SPEM in Q4 2022 and has held it in 9 quarters since. The position peaked at $385K in Q4 2023. 828 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • WR Wealth Planners held 7,976 shares of State Street SPDR Portfolio Emerging Markets ETF worth $306K as of Q4 2024.
  • WR Wealth Planners sold 805 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $32.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of WR Wealth Planners's portfolio in Q4 2024, its #128 holding.
  • WR Wealth Planners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 9 quarters since.
  • WR Wealth Planners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $385K in Q4 2023.
  • 828 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.