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

Crewe 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
2026
Q1 		$3.71K Sell
79
-282
-78% -$13.7K ﹤0.01% 826
2025
Q4 		$16.9K Buy
361
+225
+165% +$10.6K ﹤0.01% 520
2025
Q3 		$6.37K Hold
136
– – ﹤0.01% 706
2025
Q2 		$5.81K Hold
136
– – ﹤0.01% 518
2025
Q1 		$5.36K Hold
136
– – ﹤0.01% 476
2024
Q4 		$5.22K Sell
136
-103
-43% -$4.14K ﹤0.01% 478
2024
Q3 		$9.87K Sell
239
-132
-36% -$5.06K ﹤0.01% 495
2024
Q2 		$14K Sell
371
-70
-16% -$2.61K ﹤0.01% 618
2024
Q1 		$16K Buy
+441
New +$15.5K ﹤0.01% 530

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM