GoalVest Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

GoalVest Advisory’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	-503	Closed	-$19.3K	–	538
2024 Q4	$19.3K	Hold	503	–	–	0.01%	252
2024 Q3	$20.8K	Hold	503	–	–	0.01%	264
2024 Q2	$18.9K	Sell	503 -3,908	-89%	-$146K	0.01%	241
2024 Q1	$160K	Hold	4,411	–	–	0.05%	120
2023 Q4	$156K	Sell	4,411 -30,155	-87%	-$1.03M	0.07%	75
2023 Q3	$1.16M	Buy	34,566 +11,002	+47%	+$380K	0.58%	21
2023 Q2	$810K	Buy	+23,564	New	+$806K	0.42%	50
2021 Q1	–	Sell	-11	Closed	–	–	228
2020 Q4	$0	Buy	+11	New	+$437	﹤0.01%	216

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

GoalVest Advisory's SPEM Position: Q1 2025 in Review

GoalVest Advisory sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 503 shares — an estimated $19.3K sold.

GoalVest Advisory first reported a position in SPEM in Q4 2020 and held it in 8 quarters. The position peaked at $1.16M in Q3 2023. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

GoalVest Advisory reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 503 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $19.3K.
GoalVest Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
GoalVest Advisory's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.16M in Q3 2023.
835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.