L.M. Kohn & Company’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

L.M. Kohn & Company’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	-6,358	Closed	-$250K	–	297
2025 Q1	$250K	Sell	6,358 -1,837	-22%	-$72K	0.07%	230
2024 Q4	$314K	Sell	8,195 -2,920	-26%	-$117K	0.08%	178
2024 Q3	$459K	Buy	+11,115	New	+$426K	0.12%	160
2024 Q2	–	Sell	-6,179	Closed	-$224K	–	295
2024 Q1	$224K	Sell	6,179 -200	-3%	-$7.04K	0.06%	237
2023 Q4	$226K	Buy	+6,379	New	+$217K	0.07%	212
2022 Q2	–	Sell	-7,295	Closed	-$282K	–	250
2022 Q1	$282K	Buy	+7,295	New	+$294K	0.11%	193

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

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

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

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

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

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

L.M. Kohn & Company's SPEM Position: Q2 2025 in Review

L.M. Kohn & Company sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 6,358 shares — an estimated $250K sold.

L.M. Kohn & Company first reported a position in SPEM in Q1 2022 and held it in 6 quarters. The position peaked at $459K in Q3 2024. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

L.M. Kohn & Company reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 6,358 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $250K.
L.M. Kohn & Company first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and held it in 6 quarters.
L.M. Kohn & Company's State Street SPDR Portfolio Emerging Markets ETF position peaked at $459K in Q3 2024.
869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.