BCWM
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Bartlett & Co Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bartlett & Co 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
Q4 		– Sell
-98
Closed -$4.59K – 1264
2025
Q3 		$4.59K Buy
+98
New +$4.36K ﹤0.01% 1018
2023
Q1 		– Sell
-2,895
Closed -$95.4K – 1100
2022
Q4 		$95.4K Buy
2,895
+2,402
+487% +$77.8K ﹤0.01% 479
2022
Q3 		$15.3K Buy
+493
New +$16.8K ﹤0.01% 751
2021
Q2 		– Sell
-362
Closed -$15.8K – 1094
2021
Q1 		$15.8K Hold
362
– – ﹤0.01% 687
2020
Q4 		$15.3K Sell
362
-563
-61% -$22.3K ﹤0.01% 692
2020
Q3 		$33.8K Buy
+925
New +$33.8K ﹤0.01% 545

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Charles Schwab
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LPL Financial
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AF
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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return