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Bellwether Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-357
Closed -$15.3K – 505
2025
Q2 		$15.3K Hold
357
– – ﹤0.01% 331
2025
Q1 		$14.1K Hold
357
– – ﹤0.01% 298
2024
Q4 		$13.7K Buy
+357
New +$14.4K ﹤0.01% 314
2023
Q2 		– Sell
-632
Closed -$21.6K – 385
2023
Q1 		$21.6K Sell
632
-243
-28% -$8.36K 0.01% 240
2022
Q4 		$28.8K Sell
875
-559
-39% -$18.1K 0.01% 222
2022
Q3 		$44K Sell
1,434
-1,204
-46% -$41K 0.01% 170
2022
Q2 		$91K Hold
2,638
– – 0.03% 137
2022
Q1 		$101K Sell
2,638
-32
-1% -$1.29K 0.03% 156
2021
Q4 		$110K Buy
2,670
+32
+1% +$1.37K 0.03% 149
2021
Q3 		$112K Hold
2,638
– – 0.04% 168
2021
Q2 		$120K Hold
2,638
– – 0.04% 146
2021
Q1 		$115K Hold
2,638
– – 0.05% 130
2020
Q4 		$111K Buy
+2,638
New +$105K 0.05% 126

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Bellwether Advisors's SPEM Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025, closing a stake of 357 shares — an estimated $15.3K sold.

Bellwether Advisors first reported a position in SPEM in Q4 2020 and held it in 13 quarters. The position peaked at $120K in Q2 2021. 892 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Bellwether Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 357 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $15.3K.
  • Bellwether Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $120K in Q2 2021.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.