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

Clearwater Capital 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	-83,770	Closed	-$3.3M	–	176
2025 Q1	$3.3M	Sell	83,770 -4,633	-5%	-$182K	0.32%	45
2024 Q4	$3.39M	Buy	88,403 +19,446	+28%	+$782K	0.33%	45
2024 Q3	$2.85M	Sell	68,957 -1,846	-3%	-$70.8K	0.28%	46
2024 Q2	$2.67M	Sell	70,803 -1,615	-2%	-$60.1K	0.28%	46
2024 Q1	$2.62M	Sell	72,418 -2,569	-3%	-$90.4K	0.28%	48
2023 Q4	$2.66M	Buy	74,987 +4,751	+7%	+$162K	0.3%	46
2023 Q3	$2.36M	Sell	70,236 -1,079	-2%	-$37.3K	0.29%	44
2023 Q2	$2.45M	Sell	71,315 -1,179	-2%	-$40.3K	0.29%	48
2023 Q1	$2.47M	Sell	72,494 -4,976	-6%	-$171K	0.3%	47
2022 Q4	$2.55M	Buy	+77,470	New	+$2.51M	0.33%	48
2018 Q2	–	Sell	-169	Closed	-$7K	–	497
2018 Q1	$7K	Buy	+169	New	+$6.77K	﹤0.01%	508

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

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

Clearwater Capital Advisors's SPEM Position: Q2 2025 in Review

Clearwater Capital Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 83,770 shares — an estimated $3.3M sold.

Clearwater Capital Advisors first reported a position in SPEM in Q1 2018 and held it in 11 quarters. The position peaked at $3.39M in Q4 2024. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

Clearwater Capital Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
Clearwater Capital Advisors sold 83,770 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $3.3M.
Clearwater Capital Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 11 quarters.
Clearwater Capital Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.39M in Q4 2024.
869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Clearwater Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.