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Johnson Investment Counsel’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Johnson Investment Counsel’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
-6,175
Closed -$243K – 855
2025
Q1 		$243K Sell
6,175
-2,452
-28% -$96.2K ﹤0.01% 700
2024
Q4 		$331K Sell
8,627
-1,640
-16% -$66K ﹤0.01% 619
2024
Q3 		$424K Buy
+10,267
New +$394K ﹤0.01% 545

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

Johnson Investment Counsel's SPEM Position: Q2 2025 in Review

Johnson Investment Counsel sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 6,175 shares — an estimated $243K sold.

Johnson Investment Counsel first reported a position in SPEM in Q3 2024 and held it in 3 quarters. The position peaked at $424K in Q3 2024. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Johnson Investment Counsel reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 6,175 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $243K.
  • Johnson Investment Counsel first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and held it in 3 quarters.
  • Johnson Investment Counsel's State Street SPDR Portfolio Emerging Markets ETF position peaked at $424K in Q3 2024.
  • 869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Johnson Investment Counsel's 13F filing for Q2 2025, filed 25 Jul 2025.