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

Bragg Financial 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
Q2 		– Sell
-7,920
Closed -$312K – 345
2025
Q1 		$312K Sell
7,920
-1,390
-15% -$54.5K 0.01% 291
2024
Q4 		$357K Buy
+9,310
New +$374K 0.01% 283

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Bragg Financial Advisors's SPEM Position: Q2 2025 in Review

Bragg Financial Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 7,920 shares — an estimated $312K sold.

Bragg Financial Advisors first reported a position in SPEM in Q4 2024 and held it in 2 quarters. The position peaked at $357K in Q4 2024. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Bragg Financial Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Bragg Financial Advisors sold 7,920 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $312K.
  • Bragg Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 2 quarters.
  • Bragg Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $357K in Q4 2024.
  • 869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Bragg Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.