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

Freedom 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
-5,641
Closed -$241K – 620
2025
Q2 		$241K Sell
5,641
-480
-8% -$19.4K 0.02% 651
2025
Q1 		$241K Sell
6,121
-1,190
-16% -$46.7K 0.02% 661
2024
Q4 		$281K Sell
7,311
-466
-6% -$18.7K 0.02% 619
2024
Q3 		$321K Sell
7,777
-5,619
-42% -$215K 0.03% 576
2024
Q2 		$505K Sell
13,396
-2,509
-16% -$93.4K 0.04% 423
2024
Q1 		$576K Buy
15,905
+231
+1% +$8.13K 0.05% 405
2023
Q4 		$555K Sell
15,674
-1,441
-8% -$49K 0.05% 409
2023
Q3 		$575K Buy
17,115
+673
+4% +$23.3K 0.07% 331
2023
Q2 		$565K Buy
16,442
+6,854
+71% +$234K 0.06% 367
2023
Q1 		$327K Sell
9,588
-476
-5% -$16.4K 0.04% 525
2022
Q4 		$332K Sell
10,064
-79
-0.8% -$2.56K 0.04% 556
2022
Q3 		$315K Sell
10,143
-307
-3% -$10.4K 0.04% 557
2022
Q2 		$363K Buy
10,450
+149
+1% +$5.38K 0.04% 546
2022
Q1 		$398K Buy
10,301
+1,201
+13% +$48.4K 0.04% 542
2021
Q4 		$378K Buy
9,100
+1,301
+17% +$55.6K 0.03% 607
2021
Q3 		$332K Buy
7,799
+1,168
+18% +$50.7K 0.03% 608
2021
Q2 		$302K Buy
6,631
+1,050
+19% +$47K 0.02% 682
2021
Q1 		$244K Buy
+5,581
New +$249K 0.02% 726

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Freedom Investment Management's SPEM Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025, closing a stake of 5,641 shares — an estimated $241K sold.

Freedom Investment Management first reported a position in SPEM in Q1 2021 and held it in 18 quarters. The position peaked at $576K in Q1 2024. 892 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,641 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $241K.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $576K in Q1 2024.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.