EK
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Evensky & Katz’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Evensky & Katz’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
2024
Q4 		– Sell
-37
Closed -$2K – 83
2024
Q3 		$2K Hold
37
– – ﹤0.01% 84
2024
Q2 		$1K Hold
37
– – ﹤0.01% 85
2024
Q1 		$1K Sell
37
-260
-88% -$9.15K ﹤0.01% 88
2023
Q4 		$11K Buy
297
+260
+703% +$8.84K ﹤0.01% 83
2023
Q3 		$1K Hold
37
– – ﹤0.01% 88
2023
Q2 		$1K Sell
37
-5
-12% -$171 ﹤0.01% 88
2023
Q1 		$1K Sell
42
-21
-33% -$722 ﹤0.01% 87
2022
Q4 		$2K Buy
+63
New +$2.04K ﹤0.01% 87
2022
Q3 		– Sell
-2,899
Closed -$101K – 84
2022
Q2 		$101K Sell
2,899
-246
-8% -$8.88K 0.01% 72
2022
Q1 		$122K Sell
3,145
-146
-4% -$5.88K 0.01% 67
2021
Q4 		$137K Sell
3,291
-22
-0.7% -$941 0.01% 62
2021
Q3 		$141K Sell
3,313
-498
-13% -$21.6K 0.01% 60
2021
Q2 		$173K Buy
3,811
+138
+4% +$6.18K 0.02% 58
2021
Q1 		$161K Sell
3,673
-1,229
-25% -$54.9K 0.02% 57
2020
Q4 		$207K Sell
4,902
-24
-0.5% -$953 0.03% 53
2020
Q3 		$180K Sell
4,926
-176
-3% -$6.42K 0.02% 58
2020
Q2 		$171K Sell
5,102
-208
-4% -$6.51K 0.02% 60
2020
Q1 		$151K Buy
5,310
+848
+19% +$29.2K 0.02% 67
2019
Q4 		$167K Buy
4,462
+366
+9% +$13.2K 0.02% 68
2019
Q3 		$140K Buy
4,096
+805
+24% +$27.9K 0.02% 84
2019
Q2 		$1.18M Buy
3,291
+758
+30% +$26.9K 0.16% 47
2019
Q1 		$90K Buy
2,533
+145
+6% +$5.05K 0.01% 90
2018
Q4 		$77K Buy
2,388
+422
+21% +$13.9K 0.01% 60
2018
Q3 		$68K Buy
1,966
+308
+19% +$10.9K 0.01% 52
2018
Q2 		$58K Buy
1,658
+117
+8% +$4.4K 0.01% 50
2018
Q1 		$60K Buy
+1,541
New +$61.7K 0.01% 49

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evensky & Katz's SPEM Position: Q4 2024 in Review

Evensky & Katz sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2024, closing a stake of 37 shares — an estimated $2K sold.

Evensky & Katz first reported a position in SPEM in Q1 2018 and held it in 26 quarters. The position peaked at $1.18M in Q2 2019. 831 funds tracked by Wall St. Rank hold SPEM as of Q4 2024.

  • Evensky & Katz reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Evensky & Katz sold 37 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2024, an estimated $2K.
  • Evensky & Katz first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 26 quarters.
  • Evensky & Katz's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.18M in Q2 2019.
  • 831 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2024.

Based on Evensky & Katz's 13F filing for Q4 2024, filed 14 Feb 2025.