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Kathleen S. Wright Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Kathleen S. Wright Associates’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 		$2.48M Buy
53,010
+1,358
+3% +$60.4K 0.92% 26
2025
Q2 		$2.21M Sell
51,652
-1,236
-2% -$49.9K 0.86% 26
2025
Q1 		$2.08M Sell
52,888
-333
-0.6% -$13.1K 0.86% 28
2024
Q4 		$2.04M Buy
53,221
+747
+1% +$30K 0.85% 27
2024
Q3 		$2.17M Buy
52,474
+3,154
+6% +$121K 0.89% 27
2024
Q2 		$1.86M Sell
49,320
-1,330
-3% -$49.5K 0.85% 31
2024
Q1 		$1.83M Buy
50,650
+644
+1% +$22.7K 0.86% 30
2023
Q4 		$1.77M Buy
50,006
+3,237
+7% +$110K 0.9% 30
2023
Q3 		$1.57M Buy
46,769
+6,450
+16% +$223K 0.88% 32
2023
Q2 		$1.39M Buy
40,319
+1,052
+3% +$36K 0.88% 30
2023
Q1 		$1.34M Buy
39,267
+780
+2% +$26.8K 0.88% 31
2022
Q4 		$1.27M Buy
38,487
+17,566
+84% +$569K 0.86% 30
2022
Q3 		$649K Buy
20,921
+8,269
+65% +$281K 0.53% 45
2022
Q2 		$440K Buy
12,652
+4,813
+61% +$174K 0.37% 57
2022
Q1 		$303K Buy
7,839
+2,266
+41% +$91.3K 0.22% 69
2021
Q4 		$231K Buy
+5,573
New +$238K 0.17% 75

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Kathleen S. Wright Associates's SPEM Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.6% in Q3 2025, buying an estimated $60.4K and bringing the position to 53,010 shares worth $2.48M. The position accounts for 0.92% of the portfolio, ranked #26.

Kathleen S. Wright Associates first reported a position in SPEM in Q4 2021 and has held it in 16 quarters since. 886 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Kathleen S. Wright Associates held 53,010 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.48M as of Q3 2025.
  • Kathleen S. Wright Associates bought 1,358 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $60.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.92% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #26 holding.
  • Kathleen S. Wright Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
  • 886 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.