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Hoese & Co’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Hoese & Co’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
-1,243
Closed -$53.1K – 148
2025
Q2 		$53.1K Hold
1,243
– – 0.04% 88
2025
Q1 		$48.9K Hold
1,243
– – 0.04% 70
2024
Q4 		$47.7K Buy
+1,243
New +$50K 0.04% 74

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 22.9% 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

Hoese & Co's SPEM Position: Q3 2025 in Review

Hoese & Co sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025, closing a stake of 1,243 shares — an estimated $53.1K sold.

Hoese & Co first reported a position in SPEM in Q4 2024 and held it in 3 quarters. The position peaked at $53.1K in Q2 2025. 892 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Hoese & Co reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Hoese & Co sold 1,243 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $53.1K.
  • Hoese & Co first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 3 quarters.
  • Hoese & Co's State Street SPDR Portfolio Emerging Markets ETF position peaked at $53.1K in Q2 2025.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Hoese & Co's 13F filing for Q3 2025, filed 16 Oct 2025.