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

AllSquare 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	$140	Hold	3	–	–	﹤0.01%	519
2025 Q2	$128	Hold	3	–	–	﹤0.01%	520
2025 Q1	$118	Hold	3	–	–	﹤0.01%	524
2024 Q4	$115	Hold	3	–	–	﹤0.01%	523
2024 Q3	$124	Hold	3	–	–	﹤0.01%	524
2024 Q2	$113	Hold	3	–	–	﹤0.01%	521
2024 Q1	$109	Hold	3	–	–	﹤0.01%	519
2023 Q4	$106	Hold	3	–	–	﹤0.01%	519
2023 Q3	$101	Hold	3	–	–	﹤0.01%	528
2023 Q2	$100	Hold	3	–	–	﹤0.01%	550
2023 Q1	$102	Hold	3	–	–	﹤0.01%	541
2022 Q4	$99	Hold	3	–	–	﹤0.01%	518
2022 Q3	$0	Hold	3	–	–	﹤0.01%	533
2022 Q2	$0	Hold	3	–	–	﹤0.01%	529
2022 Q1	$0	Hold	3	–	–	﹤0.01%	534
2021 Q4	$0	Hold	3	–	–	﹤0.01%	509
2021 Q3	$0	Hold	3	–	–	﹤0.01%	508
2021 Q2	$0	Hold	3	–	–	﹤0.01%	516
2021 Q1	$0	Hold	3	–	–	﹤0.01%	505
2020 Q4	$0	Hold	3	–	–	﹤0.01%	483
2020 Q3	$0	Hold	3	–	–	﹤0.01%	486
2020 Q2	$0	Hold	3	–	–	﹤0.01%	491
2020 Q1	$0	Hold	3	–	–	﹤0.01%	475
2019 Q4	$0	Hold	3	–	–	﹤0.01%	468
2019 Q3	$0	Hold	3	–	–	﹤0.01%	472
2019 Q2	$0	Hold	3	–	–	﹤0.01%	486
2019 Q1	$0	Hold	3	–	–	﹤0.01%	491
2018 Q4	$0	Hold	3	–	–	﹤0.01%	485
2018 Q3	$0	Hold	3	–	–	﹤0.01%	508
2018 Q2	$0	Buy	+3	New	+$113	﹤0.01%	513

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AllSquare Wealth Management's SPEM Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q3 2025 at 3 shares worth $140. The position accounts for ﹤0.01% of the portfolio, ranked #519.

AllSquare Wealth Management first reported a position in SPEM in Q2 2018 and has held it in 30 quarters since. 886 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

AllSquare Wealth Management held 3 shares of State Street SPDR Portfolio Emerging Markets ETF worth $140 as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q3 2025.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #519 holding.
AllSquare Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 30 quarters since.
886 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.