Kestra Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Kestra Investment 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 Q4	–	Sell	-385,596	Closed	-$18M	–	462
2025 Q3	$18M	Sell	385,596 -290,951	-43%	-$12.9M	0.48%	42
2025 Q2	$27.8M	Buy	676,547 +355,532	+111%	+$14.3M	0.43%	46
2025 Q1	$12.6M	Buy	321,015 +31,814	+11%	+$1.25M	0.4%	45
2024 Q4	$11.1M	Buy	289,201 +46,983	+19%	+$1.89M	0.44%	47
2024 Q3	$10M	Buy	242,218 +58,847	+32%	+$2.26M	0.43%	47
2024 Q2	$6.91M	Buy	+183,371	New	+$6.83M	0.47%	50

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Investment Management's SPEM Position: Q4 2025 in Review

Kestra Investment Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2025, closing a stake of 385,596 shares — an estimated $18M sold.

Kestra Investment Management first reported a position in SPEM in Q2 2024 and held it in 6 quarters. The position peaked at $27.8M in Q2 2025. 979 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

Kestra Investment Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
Kestra Investment Management sold 385,596 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $18M.
Kestra Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and held it in 6 quarters.
Kestra Investment Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $27.8M in Q2 2025.
979 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Kestra Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.