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Iron Horse Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Iron Horse Wealth Management’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 		$76.7K Sell
1,795
-43
-2% -$1.74K 0.02% 109
2025
Q1 		$72.4K Sell
1,838
-103
-5% -$4.04K 0.02% 99
2024
Q4 		$74.5K Sell
1,941
-29
-1% -$1.17K 0.03% 86
2024
Q3 		$81.3K Sell
1,970
-307
-13% -$11.8K 0.03% 79
2024
Q2 		$85.8K Sell
2,277
-72
-3% -$2.68K 0.03% 68
2024
Q1 		$85K Sell
2,349
-2,427
-51% -$85.4K 0.03% 65
2023
Q4 		$169K Sell
4,776
-6
-0.1% -$204 0.07% 42
2023
Q3 		$161K Sell
4,782
-190
-4% -$6.57K 0.08% 39
2023
Q2 		$171K Sell
4,972
-5,384
-52% -$184K 0.08% 37
2023
Q1 		$353K Sell
10,356
-463
-4% -$15.9K 0.18% 25
2022
Q4 		$357K Buy
10,819
+6,606
+157% +$214K 0.19% 25
2022
Q3 		$131K Sell
4,213
-212,144
-98% -$7.22M 0.19% 27
2022
Q2 		$7.52M Buy
216,357
+24,451
+13% +$883K 4.28% 9
2022
Q1 		$7.42M Buy
191,906
+21,469
+13% +$865K 4.07% 11
2021
Q4 		$7.07M Buy
170,437
+15,225
+10% +$651K 3.97% 12
2021
Q3 		$6.6M Buy
155,212
+15,372
+11% +$667K 4.09% 12
2021
Q2 		$6.36M Buy
139,840
+16,588
+13% +$743K 4.2% 11
2021
Q1 		$5.4M Buy
123,252
+4,746
+4% +$212K 4.04% 10
2020
Q4 		$5M Buy
+118,506
New +$4.7M 4% 11

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

Iron Horse Wealth Management's SPEM Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.3% in Q2 2025, selling an estimated $1.74K and leaving 1,795 shares worth $76.7K. The position accounts for 0.02% of the portfolio, ranked #109.

Iron Horse Wealth Management first reported a position in SPEM in Q4 2020 and has held it in 19 quarters since. The position peaked at $7.52M in Q2 2022. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Iron Horse Wealth Management held 1,795 shares of State Street SPDR Portfolio Emerging Markets ETF worth $76.7K as of Q2 2025.
  • Iron Horse Wealth Management sold 43 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $1.74K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #109 holding.
  • Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.52M in Q2 2022.
  • 869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.