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Financial Advocates Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-20,356
Closed -$870K – 518
2025
Q2 		$870K Sell
20,356
-66,566
-77% -$2.69M 0.07% 258
2025
Q1 		$3.42M Buy
86,922
+4,560
+6% +$179K 0.24% 95
2024
Q4 		$3.16M Buy
82,362
+11,137
+16% +$448K 0.18% 125
2024
Q3 		$2.94M Buy
71,225
+4,972
+8% +$191K 0.17% 133
2024
Q2 		$2.5M Buy
66,253
+8,112
+14% +$302K 0.15% 147
2024
Q1 		$2.12M Sell
58,141
-4,490
-7% -$158K 0.12% 174
2023
Q4 		$2.23M Buy
62,631
+1,099
+2% +$37.4K 0.15% 158
2023
Q3 		$2.08M Buy
61,532
+6,120
+11% +$212K 0.15% 156
2023
Q2 		$1.91M Buy
55,412
+12,660
+30% +$433K 0.14% 172
2023
Q1 		$1.46M Buy
42,752
+13,208
+45% +$454K 0.1% 220
2022
Q4 		$974K Buy
29,544
+1,663
+6% +$53.9K 0.07% 296
2022
Q3 		$900K Buy
27,881
+7,315
+36% +$249K 0.07% 277
2022
Q2 		$715K Sell
20,566
-7,679
-27% -$277K 0.06% 323
2022
Q1 		$1.09M Buy
28,245
+3,618
+15% +$146K 0.07% 283
2021
Q4 		$1.02M Buy
24,627
+4,810
+24% +$206K 0.06% 313
2021
Q3 		$843K Buy
19,817
+522
+3% +$22.7K 0.06% 352
2021
Q2 		$878K Buy
19,295
+190
+1% +$8.51K 0.06% 344
2021
Q1 		$836K Buy
19,105
+10,256
+116% +$458K 0.06% 363
2020
Q4 		$373K Buy
8,849
+2,026
+30% +$80.4K 0.03% 512
2020
Q3 		$249K Buy
6,823
+446
+7% +$16.3K 0.02% 523
2020
Q2 		$213K Sell
6,377
-1,915
-23% -$59.9K 0.02% 549
2020
Q1 		$236K Buy
+8,292
New +$285K 0.03% 404

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Financial Advocates Investment Management's SPEM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025, closing a stake of 20,356 shares — an estimated $870K sold.

Financial Advocates Investment Management first reported a position in SPEM in Q1 2020 and held it in 22 quarters. The position peaked at $3.42M in Q1 2025. 888 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 20,356 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $870K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and held it in 22 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.42M in Q1 2025.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.