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Howard Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Howard Financial Services’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
-5,883
Closed -$232K – 197
2025
Q1 		$232K Hold
5,883
– – 0.03% 163
2024
Q4 		$226K Hold
5,883
– – 0.03% 169
2024
Q3 		$243K Hold
5,883
– – 0.04% 143
2024
Q2 		$222K Hold
5,883
– – 0.04% 144
2024
Q1 		$213K Sell
5,883
-45
-0.8% -$1.58K 0.04% 147
2023
Q4 		$210K Sell
5,928
-5,460
-48% -$186K 0.04% 141
2023
Q3 		$382K Hold
11,388
– – 0.09% 95
2023
Q2 		$392K Buy
11,388
+66
+0.6% +$2.26K 0.09% 90
2023
Q1 		$386K Hold
11,322
– – 0.09% 94
2022
Q4 		$373K Buy
11,322
+115
+1% +$3.73K 0.1% 90
2022
Q3 		$348K Hold
11,207
– – 0.11% 82
2022
Q2 		$390K Buy
11,207
+75
+0.7% +$2.71K 0.13% 72
2022
Q1 		$430K Sell
11,132
-483
-4% -$19.5K 0.13% 71
2021
Q4 		$482K Sell
11,615
-48
-0.4% -$2.05K 0.14% 61
2021
Q3 		$496K Hold
11,663
– – 0.19% 53
2021
Q2 		$531K Sell
11,663
-62
-0.5% -$2.78K 0.21% 51
2021
Q1 		$513K Hold
11,725
– – 0.23% 47
2020
Q4 		$494K Buy
11,725
+71
+0.6% +$2.82K 0.26% 47
2020
Q3 		$426K Sell
11,654
-77
-0.7% -$2.81K 0.28% 47
2020
Q2 		$393K Buy
11,731
+51
+0.4% +$1.59K 0.28% 47
2020
Q1 		$332K Buy
11,680
+85
+0.7% +$2.92K 0.29% 45
2019
Q4 		$436K Sell
11,595
-887
-7% -$32K 0.27% 57
2019
Q3 		$428K Sell
12,482
-1,940
-13% -$67.3K 0.28% 53
2019
Q2 		$516K Sell
14,422
-250
-2% -$8.86K 0.35% 48
2019
Q1 		$525K Hold
14,672
– – 0.37% 49
2018
Q4 		$475K Buy
+14,672
New +$484K 0.36% 51

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Howard Financial Services's SPEM Position: Q2 2025 in Review

Howard Financial Services sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 5,883 shares — an estimated $232K sold.

Howard Financial Services first reported a position in SPEM in Q4 2018 and held it in 26 quarters. The position peaked at $531K in Q2 2021. 873 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Howard Financial Services reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Howard Financial Services sold 5,883 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $232K.
  • Howard Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 26 quarters.
  • Howard Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $531K in Q2 2021.
  • 873 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Howard Financial Services's 13F filing for Q2 2025, filed 2 Jul 2025.