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

Abich Financial 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
2025
Q3 		$11.7M Buy
+249,839
New +$11.1M 4.16% 8
2024
Q3 		$3M Sell
72,752
-84,923
-54% -$3.26M 6.75% 4
2024
Q2 		$5.94M Sell
157,675
-99,308
-39% -$3.7M 4.04% 5
2024
Q1 		$9.3M Buy
256,983
+32,961
+15% +$1.16M 7.19% 5
2023
Q4 		$7.93M Buy
+224,022
New +$7.62M 7.58% 4

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Abich Financial Wealth Management's SPEM Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025: 249,839 shares worth $11.7M. The stake represents 4.16% of the portfolio and ranks #8 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPEM as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPEM in Q4 2023 and has held it in 5 quarters since. 887 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Abich Financial Wealth Management held 249,839 shares of State Street SPDR Portfolio Emerging Markets ETF worth $11.7M as of Q3 2025.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • State Street SPDR Portfolio Emerging Markets ETF made up 4.16% of Abich Financial Wealth Management's portfolio in Q3 2025, its #8 holding.
  • Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • 887 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.