Coldstream Capital Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Coldstream Capital 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	–	Sell	-915	Closed	-$36K	–	3037
2025 Q1	$36K	Buy	+915	New	+$35.9K	﹤0.01%	1859
2022 Q2	$211K	Sell	6,078 -1,271	-17%	-$45.9K	0.01%	711
2022 Q1	$284K	Sell	7,349 -248	-3%	-$9.99K	0.01%	591
2021 Q4	$315K	Buy	+7,597	New	+$325K	0.01%	594
2020 Q1	–	Sell	-18,205	Closed	-$684K	–	354
2019 Q4	$684K	Sell	18,205 -3,928	-18%	-$142K	0.06%	177
2019 Q3	$759K	Sell	22,133 -625	-3%	-$21.7K	0.06%	171
2019 Q2	$815K	Sell	22,758 -3,806	-14%	-$135K	0.07%	164
2019 Q1	$950K	Sell	26,564 -2,840	-10%	-$98.9K	0.08%	144
2018 Q4	$952K	Buy	29,404 +1,053	+4%	+$34.7K	0.09%	131
2018 Q3	$987K	Buy	+28,351	New	+$999K	0.09%	142

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Coldstream Capital Management's SPEM Position: Q2 2025 in Review

Coldstream Capital Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 915 shares — an estimated $36K sold.

Coldstream Capital Management first reported a position in SPEM in Q3 2018 and held it in 10 quarters. The position peaked at $987K in Q3 2018. 872 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

Coldstream Capital Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 915 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $36K.
Coldstream Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2018 and held it in 10 quarters.
Coldstream Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $987K in Q3 2018.
872 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

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