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SPEM icon

Bahl & Gaynor’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bahl & Gaynor’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
2026
Q1 		$466K Buy
9,935
+175
+2% +$8.53K ﹤0.01% 284
2025
Q4 		$457K Hold
9,760
– – ﹤0.01% 290
2025
Q3 		$457K Sell
9,760
-400
-4% -$17.8K ﹤0.01% 287
2025
Q2 		$434K Buy
10,160
+1,510
+17% +$60.9K ﹤0.01% 293
2025
Q1 		$341K Hold
8,650
– – ﹤0.01% 310
2024
Q4 		$332K Sell
8,650
-1,100
-11% -$44.2K ﹤0.01% 306
2024
Q3 		$402K Buy
9,750
+4,115
+73% +$158K ﹤0.01% 299
2024
Q2 		$212K Buy
+5,635
New +$210K ﹤0.01% 325

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM