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

Congress 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 		$5.96M Sell
139,418
-11,348
-8% -$458K 0.06% 353
2025
Q1 		$5.94M Sell
150,766
-5,253
-3% -$206K 0.07% 301
2024
Q4 		$5.99M Sell
156,019
-3,928
-2% -$158K 0.08% 265
2024
Q3 		$6.6M Buy
159,947
+12,070
+8% +$463K 0.09% 258
2024
Q2 		$5.57M Buy
147,877
+1,491
+1% +$55.5K 0.09% 239
2024
Q1 		$5.3M Sell
146,386
-1,137
-0.8% -$40K 0.09% 222
2023
Q4 		$5.22M Buy
147,523
+1,665
+1% +$56.6K 0.1% 217
2023
Q3 		$4.9M Buy
145,858
+89,254
+158% +$3.09M 0.1% 214
2023
Q2 		$1.95M Buy
56,604
+1,245
+2% +$42.6K 0.05% 263
2023
Q1 		$1.89M Buy
55,359
+1,662
+3% +$57.2K 0.05% 270
2022
Q4 		$1.77M Buy
53,697
+2,116
+4% +$68.5K 0.05% 276
2022
Q3 		$1.6M Buy
51,581
+6,223
+14% +$212K 0.04% 293
2022
Q2 		$1.58M Sell
45,358
-2,225
-5% -$80.3K 0.04% 297
2022
Q1 		$1.84M Sell
47,583
-20,411
-30% -$822K 0.04% 301
2021
Q4 		$2.82M Buy
+67,994
New +$2.91M 0.06% 280

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

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

Congress Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7.5% in Q2 2025, selling an estimated $458K and leaving 139,418 shares worth $5.96M. The position accounts for 0.06% of the portfolio, ranked #353.

Congress Wealth Management first reported a position in SPEM in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.6M in Q3 2024. 872 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Congress Wealth Management held 139,418 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.96M as of Q2 2025.
  • Congress Wealth Management sold 11,348 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $458K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #353 holding.
  • Congress Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.6M in Q3 2024.
  • 872 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.