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Greenwood Gearhart’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Greenwood Gearhart’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 		– Sell
-16,071
Closed -$633K – 111
2025
Q1 		$633K Sell
16,071
-35,038
-69% -$1.37M 0.04% 71
2024
Q4 		$1.96M Buy
+51,109
New +$2.06M 0.14% 54
2024
Q3 		– Sell
-7,060
Closed -$266K – 113
2024
Q2 		$266K Buy
+7,060
New +$263K 0.03% 93

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

Greenwood Gearhart's SPEM Position: Q2 2025 in Review

Greenwood Gearhart sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 16,071 shares — an estimated $633K sold.

Greenwood Gearhart first reported a position in SPEM in Q2 2024 and held it in 3 quarters. The position peaked at $1.96M in Q4 2024. 870 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Greenwood Gearhart reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Greenwood Gearhart sold 16,071 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $633K.
  • Greenwood Gearhart first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and held it in 3 quarters.
  • Greenwood Gearhart's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.96M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Greenwood Gearhart's 13F filing for Q2 2025, filed 24 Jul 2025.