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Aveo Capital Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Aveo Capital Partners’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
-79,288
Closed -$3.04M – 305
2024
Q4 		$3.04M Sell
79,288
-10,551
-12% -$424K 0.33% 74
2024
Q3 		$3.71M Buy
89,839
+14,321
+19% +$549K 0.39% 73
2024
Q2 		$2.84M Buy
75,518
+2,566
+4% +$95.6K 0.32% 78
2024
Q1 		$2.75M Buy
72,952
+8,865
+14% +$312K 0.3% 85
2023
Q4 		$2.27M Sell
64,087
-2,819
-4% -$95.9K 0.27% 86
2023
Q3 		$2.25M Buy
66,906
+12,428
+23% +$430K 0.3% 85
2023
Q2 		$1.87M Buy
54,478
+11,744
+27% +$402K 0.24% 92
2023
Q1 		$1.46M Buy
42,734
+2,772
+7% +$95.3K 0.19% 94
2022
Q4 		$1.32M Buy
39,962
+3,194
+9% +$103K 0.2% 97
2022
Q3 		$1.14M Buy
36,768
+2,714
+8% +$92.3K 0.2% 93
2022
Q2 		$1.18M Sell
34,054
-13,609
-29% -$491K 0.19% 99
2022
Q1 		$1.84M Buy
47,663
+29,885
+168% +$1.2M 0.32% 75
2021
Q4 		$738K Sell
17,778
-2,620
-13% -$112K 0.13% 136
2021
Q3 		$868K Sell
20,398
-6,434
-24% -$279K 0.18% 107
2021
Q2 		$1.22M Sell
26,832
-92,818
-78% -$4.16M 0.27% 81
2021
Q1 		$5.24M Buy
+119,650
New +$5.35M 1.32% 13
2020
Q4 		– Sell
-21,623
Closed -$791K – 152
2020
Q3 		$791K Buy
+21,623
New +$789K 0.28% 72
2020
Q2 		– Sell
-22,179
Closed -$631K – 134
2020
Q1 		$631K Buy
22,179
+5,099
+30% +$175K 0.31% 70
2019
Q4 		$642K Buy
+17,080
New +$616K 0.25% 90
2019
Q3 		– Sell
-9,810
Closed -$352K – 200
2019
Q2 		$352K Sell
9,810
-6,217
-39% -$220K 0.15% 120
2019
Q1 		$573K Buy
16,027
+7,714
+93% +$269K 0.26% 79
2018
Q4 		$269K Buy
8,313
+525
+7% +$17.3K 0.13% 102
2018
Q3 		$256K Buy
7,788
+720
+10% +$25.4K 0.11% 110
2018
Q2 		$250K Sell
7,068
-1,831
-21% -$68.9K 0.11% 113
2018
Q1 		$350K Buy
8,899
+1,249
+16% +$50K 0.15% 93
2017
Q4 		$292K Buy
7,650
+162
+2% +$6.03K 0.1% 100
2017
Q3 		$271K Buy
7,488
+532
+8% +$18.9K 0.09% 99
2017
Q2 		$232K Buy
+6,956
New +$229K 0.08% 107

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

Aveo Capital Partners's SPEM Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 79,288 shares — an estimated $3.04M sold.

Aveo Capital Partners first reported a position in SPEM in Q2 2017 and held it in 28 quarters. The position peaked at $5.24M in Q1 2021. 836 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • Aveo Capital Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 79,288 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $3.04M.
  • Aveo Capital Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2017 and held it in 28 quarters.
  • Aveo Capital Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.24M in Q1 2021.
  • 836 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.