Advisor Resource Council’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-98,207	Closed	-$3.72M	–	522
2025 Q1	$3.72M	Buy	98,207 +91,313	+1,325%	+$3.58M	0.3%	87
2024 Q4	$265K	Sell	6,894 -9,992	-59%	-$402K	0.19%	58
2024 Q3	$697K	Buy	+16,886	New	+$648K	0.31%	79
2024 Q2	–	Sell	-11,030	Closed	-$391K	–	199
2024 Q1	$391K	Sell	11,030 -63,451	-85%	-$2.23M	0.16%	143
2023 Q4	$2.64M	Buy	+74,481	New	+$2.53M	0.31%	79
2023 Q2	–	Sell	-82,768	Closed	-$2.85M	–	254
2023 Q1	$2.85M	Buy	+82,768	New	+$2.85M	0.72%	26
2022 Q3	–	Sell	-48,723	Closed	-$1.69M	–	444
2022 Q2	$1.69M	Buy	+48,723	New	+$1.76M	0.16%	147
2022 Q1	–	Sell	-46,408	Closed	-$1.93M	–	487
2021 Q4	$1.93M	Buy	+46,408	New	+$1.98M	0.15%	146
2021 Q3	–	Sell	-43,615	Closed	-$1.98M	–	449
2021 Q2	$1.98M	Buy	+43,615	New	+$1.95M	0.21%	108

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Advisor Resource Council's SPEM Position: Q2 2025 in Review

Advisor Resource Council sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 98,207 shares — an estimated $3.72M sold.

Advisor Resource Council first reported a position in SPEM in Q2 2021 and held it in 9 quarters. The position peaked at $3.72M in Q1 2025. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

Advisor Resource Council reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 98,207 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $3.72M.
Advisor Resource Council first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and held it in 9 quarters.
Advisor Resource Council's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.72M in Q1 2025.
869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.