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Blue Barn Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Blue Barn Wealth’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 		$2.7M Sell
57,638
-48,526
-46% -$2.28M 3.93% 6
2025
Q3 		$4.97M Buy
106,164
+8,415
+9% +$374K 2.18% 9
2025
Q2 		$4.18M Buy
97,749
+2,832
+3% +$114K 1.97% 11
2025
Q1 		$3.74M Buy
94,917
+10,851
+13% +$426K 1.95% 10
2024
Q4 		$3.23M Buy
84,066
+3,998
+5% +$161K 1.7% 13
2024
Q3 		$3.31M Buy
80,068
+4,193
+6% +$161K 1.7% 14
2024
Q2 		$2.86M Buy
75,875
+3,101
+4% +$115K 1.59% 15
2024
Q1 		$2.63M Buy
72,774
+925
+1% +$32.5K 1.47% 16
2023
Q4 		$2.54M Buy
71,849
+3,619
+5% +$123K 1.51% 17
2023
Q3 		$2.29M Buy
68,230
+5,143
+8% +$178K 1.5% 17
2023
Q2 		$2.17M Buy
63,087
+1,031
+2% +$35.3K 1.41% 18
2023
Q1 		$2.12M Buy
62,056
+2,318
+4% +$79.7K 1.31% 19
2022
Q4 		$1.97M Sell
59,738
-629
-1% -$20.4K 1.3% 22
2022
Q3 		$1.87M Buy
60,367
+3,384
+6% +$115K 1.33% 16
2022
Q2 		$1.98M Buy
56,983
+2,575
+5% +$93K 1.52% 14
2022
Q1 		$2.1M Buy
54,408
+5,157
+10% +$208K 1.46% 16
2021
Q4 		$2.04M Buy
49,251
+8,497
+21% +$363K 1.38% 18
2021
Q3 		$1.73M Buy
40,754
+5,200
+15% +$226K 1.52% 16
2021
Q2 		$1.62M Buy
+35,554
New +$1.59M 1.66% 16

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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 $432B AUM 30.22% 1-Year Est. Return

Blue Barn Wealth's SPEM Position: Q4 2025 in Review

Blue Barn Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 46% in Q4 2025, selling an estimated $2.28M and leaving 57,638 shares worth $2.7M. The position accounts for 3.93% of the portfolio, ranked #6.

Blue Barn Wealth first reported a position in SPEM in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.97M in Q3 2025. 979 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

  • Blue Barn Wealth held 57,638 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.7M as of Q4 2025.
  • Blue Barn Wealth sold 48,526 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $2.28M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 3.93% of Blue Barn Wealth's portfolio in Q4 2025, its #6 holding.
  • Blue Barn Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and has held it in 19 quarters since.
  • Blue Barn Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.97M in Q3 2025.
  • 979 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.