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Klingman & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Klingman & 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
Q2 		– Sell
-18,706
Closed -$736K – 319
2025
Q1 		$736K Hold
18,706
– – 0.05% 121
2024
Q4 		$718K Hold
18,706
– – 0.04% 120
2024
Q3 		$772K Buy
+18,706
New +$717K 0.05% 122

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

Klingman & Associates's SPEM Position: Q2 2025 in Review

Klingman & Associates sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 18,706 shares — an estimated $736K sold.

Klingman & Associates first reported a position in SPEM in Q3 2024 and held it in 3 quarters. The position peaked at $772K in Q3 2024. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Klingman & Associates reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Klingman & Associates sold 18,706 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $736K.
  • Klingman & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and held it in 3 quarters.
  • Klingman & Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $772K in Q3 2024.
  • 869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Klingman & Associates's 13F filing for Q2 2025, filed 30 Jul 2025.