BA
SPEM icon

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

Bristlecone 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 		$4.85M Buy
103,638
+885
+0.9% +$39.3K 0.41% 49
2025
Q2 		$4.39M Buy
102,753
+4,139
+4% +$167K 0.37% 55
2025
Q1 		$3.88M Buy
98,614
+1,978
+2% +$77.6K 0.32% 65
2024
Q4 		$3.71M Sell
96,636
-2,398
-2% -$96.4K 0.29% 73
2024
Q3 		$4.09M Sell
99,034
-6,075
-6% -$233K 0.33% 63
2024
Q2 		$3.96M Sell
105,109
-2,272
-2% -$84.6K 0.34% 62
2024
Q1 		$3.89M Buy
107,381
+42,881
+66% +$1.51M 0.34% 62
2023
Q4 		$2.28M Buy
64,500
+4,388
+7% +$149K 0.23% 92
2023
Q3 		$2.02M Buy
60,112
+986
+2% +$34.1K 0.23% 95
2023
Q2 		$2.03M Buy
59,126
+1,123
+2% +$38.4K 0.2% 95
2023
Q1 		$1.98M Buy
58,003
+2,650
+5% +$91.1K 0.22% 96
2022
Q4 		$1.82M Buy
55,353
+4,245
+8% +$138K 0.22% 93
2022
Q3 		$1.59M Buy
51,108
+836
+2% +$28.4K 0.21% 92
2022
Q2 		$1.75M Buy
50,272
+4,145
+9% +$150K 0.22% 93
2022
Q1 		$1.78M Sell
46,127
-457
-1% -$18.4K 0.22% 95
2021
Q4 		$1.93M Buy
46,584
+2,381
+5% +$102K 0.23% 91
2021
Q3 		$1.88M Buy
44,203
+1,387
+3% +$60.2K 0.25% 89
2021
Q2 		$1.95M Buy
42,816
+10,250
+31% +$459K 0.26% 83
2021
Q1 		$1.43M Buy
32,566
+2,807
+9% +$125K 0.22% 102
2020
Q4 		$1.25M Buy
29,759
+3,277
+12% +$130K 0.2% 103
2020
Q3 		$968K Buy
26,482
+10,601
+67% +$387K 0.18% 106
2020
Q2 		$531K Sell
15,881
-2,216
-12% -$69.3K 0.11% 120
2020
Q1 		$515K Buy
18,097
+2,832
+19% +$97.4K 0.12% 114
2019
Q4 		$574K Buy
15,265
+8,390
+122% +$302K 0.12% 127
2019
Q3 		$236K Sell
6,875
-189
-3% -$6.56K 0.06% 132
2019
Q2 		$253K Buy
+7,064
New +$250K 0.06% 160

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Bristlecone Advisors's SPEM Position: Q3 2025 in Review

Bristlecone Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.86% in Q3 2025, buying an estimated $39.3K and bringing the position to 103,638 shares worth $4.85M. The position accounts for 0.41% of the portfolio, ranked #49.

Bristlecone Advisors first reported a position in SPEM in Q2 2019 and has held it in 26 quarters since. 886 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Bristlecone Advisors held 103,638 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.85M as of Q3 2025.
  • Bristlecone Advisors bought 885 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $39.3K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.41% of Bristlecone Advisors's portfolio in Q3 2025, its #49 holding.
  • Bristlecone Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and has held it in 26 quarters since.
  • 886 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.