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Elios Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Elios Financial Group’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 		$524K Buy
12,263
+559
+5% +$22.6K 0.24% 81
2025
Q1 		$461K Hold
11,704
– – 0.23% 79
2024
Q4 		$449K Sell
11,704
-181
-2% -$7.28K 0.21% 80
2024
Q3 		$491K Buy
+11,885
New +$456K 0.23% 80

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

Elios Financial Group's SPEM Position: Q2 2025 in Review

Elios Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.8% in Q2 2025, buying an estimated $22.6K and bringing the position to 12,263 shares worth $524K. The position accounts for 0.24% of the portfolio, ranked #81.

Elios Financial Group first reported a position in SPEM in Q3 2024 and has held it in 4 quarters since. 872 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Elios Financial Group held 12,263 shares of State Street SPDR Portfolio Emerging Markets ETF worth $524K as of Q2 2025.
  • Elios Financial Group bought 559 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $22.6K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.24% of Elios Financial Group's portfolio in Q2 2025, its #81 holding.
  • Elios Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 4 quarters since.
  • 872 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.