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Journey Strategic Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Journey Strategic Wealth’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
-5,016
Closed -$214K – 768
2025
Q2 		$214K Buy
+5,016
New +$202K 0.01% 594
2024
Q4 		– Sell
-6,278
Closed -$259K – 547
2024
Q3 		$259K Buy
+6,278
New +$241K 0.01% 378

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

Journey Strategic Wealth's SPEM Position: Q3 2025 in Review

Journey Strategic Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025, closing a stake of 5,016 shares — an estimated $214K sold.

Journey Strategic Wealth first reported a position in SPEM in Q3 2024 and held it in 2 quarters. The position peaked at $259K in Q3 2024. 892 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Journey Strategic Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 5,016 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $214K.
  • Journey Strategic Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and held it in 2 quarters.
  • Journey Strategic Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $259K in Q3 2024.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.