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

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bartlett & Co Wealth Management's SPEM Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2025, closing a stake of 98 shares — an estimated $4.59K sold.

Bartlett & Co Wealth Management first reported a position in SPEM in Q3 2020 and held it in 6 quarters. The position peaked at $95.4K in Q4 2022. 984 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

Bartlett & Co Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 98 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $4.59K.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 6 quarters.
Bartlett & Co Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $95.4K in Q4 2022.
984 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.