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Keystone Financial Group (Georgia)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Keystone Financial Group (Georgia)’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
-60
Closed -$2.6K – 146
2025
Q2 		$2.6K Buy
60
+1
+2% +$40 ﹤0.01% 133
2025
Q1 		$2.4K Hold
59
– – ﹤0.01% 136
2024
Q4 		$2.27K Buy
+59
New +$2.37K ﹤0.01% 141

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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

Keystone Financial Group (Georgia)'s SPEM Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025, closing a stake of 60 shares — an estimated $2.6K sold.

Keystone Financial Group (Georgia) first reported a position in SPEM in Q4 2024 and held it in 3 quarters. The position peaked at $2.6K in Q2 2025. 892 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Keystone Financial Group (Georgia) reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 60 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $2.6K.
  • Keystone Financial Group (Georgia) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 3 quarters.
  • Keystone Financial Group (Georgia)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.6K in Q2 2025.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.