Catalyst Private Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Catalyst Private 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 Q1	–	Sell	-15,853	Closed	-$608K	–	85
2024 Q4	$608K	Buy	15,853 +660	+4%	+$26.5K	0.27%	45
2024 Q3	$627K	Buy	15,193 +1,395	+10%	+$53.5K	0.31%	46
2024 Q2	$520K	Sell	13,798 -1,492	-10%	-$55.6K	0.28%	52
2024 Q1	$553K	Sell	15,290 -1,203	-7%	-$42.3K	0.29%	49
2023 Q4	$584K	Buy	+16,493	New	+$561K	0.27%	51
2022 Q2	–	Sell	-5,547	Closed	-$214K	–	78
2022 Q1	$214K	Sell	5,547 -500	-8%	-$20.1K	0.11%	73
2021 Q4	$251K	Buy	+6,047	New	+$259K	0.11%	71
2021 Q3	–	Sell	-4,416	Closed	-$201K	–	74
2021 Q2	$201K	Buy	+4,416	New	+$198K	0.11%	68
2020 Q4	–	Sell	-4,416	Closed	-$161K	–	248
2020 Q3	$161K	Buy	+4,416	New	+$161K	0.16%	58

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Catalyst Private Wealth's SPEM Position: Q1 2025 in Review

Catalyst Private Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 15,853 shares — an estimated $608K sold.

Catalyst Private Wealth first reported a position in SPEM in Q3 2020 and held it in 9 quarters. The position peaked at $627K in Q3 2024. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

Catalyst Private Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Catalyst Private Wealth sold 15,853 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $608K.
Catalyst Private Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 9 quarters.
Catalyst Private Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $627K in Q3 2024.
835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Catalyst Private Wealth's 13F filing for Q1 2025, filed 8 Apr 2025.