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

AllGen 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
2025
Q1 		– Sell
-27,992
Closed -$1.07M – 44
2024
Q4 		$1.07M Sell
27,992
-7,312
-21% -$294K 0.36% 32
2024
Q3 		$1.46M Sell
35,304
-46,279
-57% -$1.77M 0.47% 32
2024
Q2 		$3.07M Sell
81,583
-740
-0.9% -$27.6K 1.17% 23
2024
Q1 		$2.98M Buy
82,323
+2,272
+3% +$79.9K 1.21% 22
2023
Q4 		$2.83M Buy
+80,051
New +$2.72M 1.47% 17

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

AllGen Financial Advisors's SPEM Position: Q1 2025 in Review

AllGen Financial Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 27,992 shares — an estimated $1.07M sold.

AllGen Financial Advisors first reported a position in SPEM in Q4 2023 and held it in 5 quarters. The position peaked at $3.07M in Q2 2024. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • AllGen Financial Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 27,992 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $1.07M.
  • AllGen Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and held it in 5 quarters.
  • AllGen Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.07M in Q2 2024.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on AllGen Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.