Avantax Advisory Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Avantax Advisory Services’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	$1.44M	Buy	33,715 +7,445	+28%	+$300K	0.01%	962
2025 Q1	$1.03M	Buy	26,270 +2,689	+11%	+$105K	0.01%	1071
2024 Q4	$905K	Buy	23,581 +5,805	+33%	+$233K	0.01%	1088
2024 Q3	$734K	Buy	17,776 +969	+6%	+$37.2K	﹤0.01%	1179
2024 Q2	$633K	Buy	16,807 +1,091	+7%	+$40.6K	﹤0.01%	1226
2024 Q1	$569K	Buy	15,716 +2,052	+15%	+$72.2K	0.01%	976
2023 Q4	$484K	Sell	13,664 -743	-5%	-$25.3K	﹤0.01%	1001
2023 Q3	$484K	Buy	14,407 +512	+4%	+$17.7K	0.01%	960
2023 Q2	$478K	Sell	13,895 -982	-7%	-$33.6K	0.01%	957
2023 Q1	$508K	Buy	14,877 +3,304	+29%	+$114K	0.01%	908
2022 Q4	$381K	Sell	11,573 -1,707	-13%	-$55.3K	0.01%	989
2022 Q3	$412K	Buy	13,280 +1,365	+11%	+$46.4K	0.01%	867
2022 Q2	$414K	Sell	11,915 -1,040	-8%	-$37.6K	0.01%	855
2022 Q1	$501K	Sell	12,955 -1,956	-13%	-$78.8K	0.01%	786
2021 Q4	$619K	Buy	14,911 +1,463	+11%	+$62.5K	0.01%	686
2021 Q3	$571K	Sell	13,448 -2,560	-16%	-$111K	0.01%	673
2021 Q2	$728K	Sell	16,008 -2,431	-13%	-$109K	0.01%	561
2021 Q1	$807K	Sell	18,439 -1,358	-7%	-$60.7K	0.02%	480
2020 Q4	$837K	Sell	19,797 -4,071	-17%	-$162K	0.02%	411
2020 Q3	$872K	Buy	23,868 +4,924	+26%	+$180K	0.01%	578
2020 Q2	$637K	Buy	18,944 +4,413	+30%	+$138K	0.02%	428
2020 Q1	$410K	Sell	14,531 -18,470	-56%	-$635K	0.01%	486
2019 Q4	$1.24M	Buy	33,001 +6,214	+23%	+$224K	0.03%	296
2019 Q3	$917K	Buy	26,787 +16,108	+151%	+$559K	0.04%	227
2019 Q2	$382K	Buy	10,679 +2,089	+24%	+$74K	0.02%	345
2019 Q1	$307K	Buy	+8,590	New	+$299K	0.02%	353

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

Avantax Advisory Services's SPEM Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 28% in Q2 2025, buying an estimated $300K and bringing the position to 33,715 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #962.

Avantax Advisory Services first reported a position in SPEM in Q1 2019 and has held it in 26 quarters since. 870 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

Avantax Advisory Services held 33,715 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.44M as of Q2 2025.
Avantax Advisory Services bought 7,445 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $300K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #962 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and has held it in 26 quarters since.
870 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.