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Atria Wealth Solutions’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Atria Wealth Solutions’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 		$583K Sell
13,647
-121,973
-90% -$4.92M 0.01% 846
2025
Q1 		$5.34M Sell
135,620
-79,871
-37% -$3.13M 0.06% 321
2024
Q4 		$8.27M Sell
215,491
-9,337
-4% -$376K 0.09% 224
2024
Q3 		$9.28M Sell
224,828
-6,094
-3% -$234K 0.1% 206
2024
Q2 		$8.7M Buy
230,922
+53,934
+30% +$2.01M 0.1% 217
2024
Q1 		$6.41M Sell
176,988
-71,573
-29% -$2.52M 0.07% 280
2023
Q4 		$8.8M Buy
248,561
+57,111
+30% +$1.94M 0.11% 188
2023
Q3 		$6.43M Buy
191,450
+11,371
+6% +$393K 0.09% 233
2023
Q2 		$6.19M Buy
180,079
+39,948
+29% +$1.37M 0.08% 233
2023
Q1 		$4.78M Buy
140,131
+35,095
+33% +$1.21M 0.07% 277
2022
Q4 		$3.46M Buy
105,036
+10,162
+11% +$329K 0.06% 341
2022
Q3 		$2.94M Buy
94,874
+2,343
+3% +$79.7K 0.05% 351
2022
Q2 		$3.22M Buy
92,531
+9,491
+11% +$343K 0.06% 327
2022
Q1 		$3.21M Buy
+83,040
New +$3.35M 0.05% 353

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Atria Wealth Solutions's SPEM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 90% in Q2 2025, selling an estimated $4.92M and leaving 13,647 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #846.

Atria Wealth Solutions first reported a position in SPEM in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.28M in Q3 2024. 872 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Atria Wealth Solutions held 13,647 shares of State Street SPDR Portfolio Emerging Markets ETF worth $583K as of Q2 2025.
  • Atria Wealth Solutions sold 121,973 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $4.92M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #846 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio Emerging Markets ETF position peaked at $9.28M in Q3 2024.
  • 872 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.