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SPDR S&P Emerging Markets shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P Emerging Markets (SPEM) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in SPDR S&P Emerging Markets

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Emerging Markets held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Emerging Markets by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 35k 36.43
2023-12-31 $1.2M 33k 34.97
2023-09-30 $841k 24k 34.63
2023-06-30 $554k 16k 34.56
2023-03-31 $4.7M 135k 34.45
2022-12-31 $4.4M 134k 32.96

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding SPDR S&P Emerging Markets

Creative Planning
Horizon Investments
Hanson McClain Advisors
Tiaa Trust, National Association
Financial Gravity Wealth
Wells Fargo & Company
Bank of America Corporation
Bank of New York Mellon
Assetmark
Advisor Group Holdings
HPM Partners
Jane Street
Townsquare Capital
CWM
UBS Group

View all funds holding SPDR S&P Emerging Markets