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

Capital Planning 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
Q1 		– Sell
-63,874
Closed -$2.45M – 140
2024
Q4 		$2.45M Buy
63,874
+51,772
+428% +$2.08M 0.38% 55
2024
Q3 		$500K Buy
12,102
+4,420
+58% +$169K 0.08% 99
2024
Q2 		$289K Buy
+7,682
New +$286K 0.05% 117
2021
Q2 		– Sell
-21,029
Closed -$921K – 153
2021
Q1 		$921K Buy
21,029
+338
+2% +$15.1K 0.21% 84
2020
Q4 		$872K Buy
20,691
+3,038
+17% +$121K 0.21% 78
2020
Q3 		$645K Buy
17,653
+835
+5% +$30.5K 0.18% 84
2020
Q2 		$563K Sell
16,818
-60,854
-78% -$1.9M 0.17% 84
2020
Q1 		$2.21M Sell
77,672
-29,588
-28% -$1.02M 0.83% 43
2019
Q4 		$4.03M Buy
107,260
+96,744
+920% +$3.49M 1.05% 32
2019
Q3 		$360K Buy
+10,516
New +$365K 0.1% 99

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
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
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
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Capital Planning Advisors's SPEM Position: Q1 2025 in Review

Capital Planning Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 63,874 shares — an estimated $2.45M sold.

Capital Planning Advisors first reported a position in SPEM in Q3 2019 and held it in 10 quarters. The position peaked at $4.03M in Q4 2019. 836 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • Capital Planning Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Planning Advisors sold 63,874 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $2.45M.
  • Capital Planning Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and held it in 10 quarters.
  • Capital Planning Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.03M in Q4 2019.
  • 836 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Capital Planning Advisors's 13F filing for Q1 2025, filed 12 May 2025.