FPW
SPEM icon

Flagship Private Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Flagship Private Wealth’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
Q1 		– Sell
-5,503
Closed -$211K – 108
2024
Q4 		$211K Sell
5,503
-4
-0.1% -$161 0.1% 96
2024
Q3 		$227K Sell
5,507
-1,195
-18% -$45.8K 0.12% 92
2024
Q2 		$252K Buy
6,702
+10
+0.1% +$372 0.15% 76
2024
Q1 		$242K Sell
6,692
-4,312
-39% -$152K 0.16% 79
2023
Q4 		$390K Sell
11,004
-1,379
-11% -$46.9K 0.3% 54
2023
Q3 		$416K Sell
12,383
-330
-3% -$11.4K 0.37% 48
2023
Q2 		$437K Buy
12,713
+436
+4% +$14.9K 0.36% 48
2023
Q1 		$419K Buy
12,277
+27
+0.2% +$929 0.37% 51
2022
Q4 		$404K Buy
12,250
+10
+0.1% +$324 0.38% 48
2022
Q3 		$380K Sell
12,240
-890
-7% -$30.3K 0.39% 47
2022
Q2 		$457K Sell
13,130
-4,801
-27% -$173K 0.44% 43
2022
Q1 		$693K Sell
17,931
-2,426
-12% -$97.7K 0.57% 37
2021
Q4 		$845K Buy
20,357
+293
+1% +$12.5K 0.62% 34
2021
Q3 		$853K Sell
20,064
-2,060
-9% -$89.4K 0.68% 32
2021
Q2 		$983K Buy
22,124
+2,621
+13% +$117K 0.75% 28
2021
Q1 		$862K Buy
19,503
+5,151
+36% +$230K 0.72% 28
2020
Q4 		$632K Buy
+14,352
New +$570K 0.59% 30

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Flagship Private Wealth's SPEM Position: Q1 2025 in Review

Flagship Private Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 5,503 shares — an estimated $211K sold.

Flagship Private Wealth first reported a position in SPEM in Q4 2020 and held it in 17 quarters. The position peaked at $983K in Q2 2021. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • Flagship Private Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Flagship Private Wealth sold 5,503 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $211K.
  • Flagship Private Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 17 quarters.
  • Flagship Private Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $983K in Q2 2021.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Flagship Private Wealth's 13F filing for Q1 2025, filed 14 Apr 2025.