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Financial Gravity Companies’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Financial Gravity Companies’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 		$12.3M Buy
+288,104
New +$11.6M 2.42% 12
2024
Q4 		$9.48M Buy
247,043
+8,794
+4% +$354K 2.17% 13
2024
Q3 		$9.83M Buy
+238,249
New +$9.14M 2.63% 14

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Financial Gravity Companies's SPEM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025: 288,104 shares worth $12.3M. The stake represents 2.42% of the portfolio and ranks #12 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPEM as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPEM in Q3 2024 and has held it in 3 quarters since. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Financial Gravity Companies held 288,104 shares of State Street SPDR Portfolio Emerging Markets ETF worth $12.3M as of Q2 2025.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.42% of Financial Gravity Companies's portfolio in Q2 2025, its #12 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 3 quarters since.
  • 869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.