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Centricity Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Centricity Wealth Management’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 		$117K Hold
2,739
– – 0.09% 112
2025
Q1 		$108K Hold
2,739
– – 0.1% 110
2024
Q4 		$105K Buy
+2,739
New +$110K 0.1% 110

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Centricity Wealth Management's SPEM Position: Q2 2025 in Review

Centricity Wealth Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2025 at 2,739 shares worth $117K. The position accounts for 0.09% of the portfolio, ranked #112.

Centricity Wealth Management first reported a position in SPEM in Q4 2024 and has held it in 3 quarters since. 872 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Centricity Wealth Management held 2,739 shares of State Street SPDR Portfolio Emerging Markets ETF worth $117K as of Q2 2025.
  • Centricity Wealth Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2025.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of Centricity Wealth Management's portfolio in Q2 2025, its #112 holding.
  • Centricity Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 3 quarters since.
  • 872 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.