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GFWA
Grey Fox Wealth Advisors’s
State Street SPDR Portfolio Emerging Markets ETF
SPEM
Stock Holding History
Grey Fox Wealth Advisors’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
2026
Q1
$12.3M
Buy
263,119
+58,260
+28%
+$2.84M
2.38%
10
2025
Q4
$9.59M
Buy
204,859
+8,082
+4%
+$380K
1.96%
10
2025
Q3
$9.21M
Buy
196,777
+10,529
+6%
+$468K
1.88%
10
2025
Q2
$7.96M
Buy
186,248
+5,847
+3%
+$236K
1.9%
10
2025
Q1
$7.1M
Buy
180,401
+11,536
+7%
+$452K
1.89%
10
2024
Q4
$6.48M
Buy
168,865
+5,953
+4%
+$239K
1.78%
11
2024
Q3
$6.73M
Buy
162,912
+39,689
+32%
+$1.52M
1.87%
10
2024
Q2
$4.64M
Buy
123,223
+7,781
+7%
+$290K
1.63%
11
2024
Q1
$4.18M
Buy
115,442
+17,894
+18%
+$630K
1.57%
11
2023
Q4
$3.45M
Buy
97,548
+13,442
+16%
+$457K
1.5%
13
2023
Q3
$2.82M
Buy
84,106
+68,912
+454%
+$2.38M
1.42%
16
2023
Q2
$522K
Buy
15,194
+138
+0.9%
+$4.72K
0.27%
61
2023
Q1
$514K
Sell
15,056
-8,337
-36%
-$287K
0.3%
54
2022
Q4
$771K
Buy
+23,393
New
+$758K
0.51%
38
Other funds holding SPEM
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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