Kovitz Investment Group Partners
SPEM icon

Kovitz Investment Group Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Kovitz Investment Group Partners’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
-4,879
Closed -$209K – 1477
2025
Q2 		$209K Sell
4,879
-437
-8% -$17.6K ﹤0.01% 1273
2025
Q1 		$209K Hold
5,316
– – ﹤0.01% 1169
2024
Q4 		$204K Buy
+5,316
New +$214K ﹤0.01% 1169

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

Kovitz Investment Group Partners's SPEM Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025, closing a stake of 4,879 shares — an estimated $209K sold.

Kovitz Investment Group Partners first reported a position in SPEM in Q4 2024 and held it in 3 quarters. The position peaked at $209K in Q1 2025. 892 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,879 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $209K.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $209K in Q1 2025.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.