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Compass Planning Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-1,814
Closed -$77.5K – 107
2025
Q2 		$77.5K Buy
1,814
+540
+42% +$21.8K 0.07% 48
2025
Q1 		$50.2K Buy
1,274
+556
+77% +$21.8K 0.05% 59
2024
Q4 		$27.6K Buy
+718
New +$28.9K 0.03% 77

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Compass Planning Associates's SPEM Position: Q3 2025 in Review

Compass Planning Associates sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025, closing a stake of 1,814 shares — an estimated $77.5K sold.

Compass Planning Associates first reported a position in SPEM in Q4 2024 and held it in 3 quarters. The position peaked at $77.5K in Q2 2025. 892 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Compass Planning Associates reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 1,814 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $77.5K.
  • Compass Planning Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $77.5K in Q2 2025.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.