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

Lane & 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
Q1 		$287K Sell
7,286
-1,377
-16% -$54K 0.15% 97
2024
Q4 		$336K Sell
8,663
-338
-4% -$13.6K 0.17% 96
2024
Q3 		$372K Sell
9,001
-4,771
-35% -$183K 0.2% 79
2024
Q2 		$519K Sell
13,772
-8,484
-38% -$316K 0.31% 64
2024
Q1 		$805K Sell
22,256
-1,800
-7% -$63.3K 0.51% 46
2023
Q4 		$852K Sell
24,056
-2,736
-10% -$93.1K 0.62% 39
2023
Q3 		$899K Sell
26,792
-2,694
-9% -$93.1K 0.72% 35
2023
Q2 		$1.01M Sell
29,486
-4,068
-12% -$139K 0.81% 34
2023
Q1 		$1.15M Sell
33,554
-1,303
-4% -$44.8K 1.02% 25
2022
Q4 		$1.15M Buy
+34,857
New +$1.13M 1.09% 23

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Lane & Associates's SPEM Position: Q1 2025 in Review

Lane & Associates reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 16% in Q1 2025, selling an estimated $54K and leaving 7,286 shares worth $287K. The position accounts for 0.15% of the portfolio, ranked #97.

Lane & Associates first reported a position in SPEM in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2022. 836 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • Lane & Associates held 7,286 shares of State Street SPDR Portfolio Emerging Markets ETF worth $287K as of Q1 2025.
  • Lane & Associates sold 1,377 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $54K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.15% of Lane & Associates's portfolio in Q1 2025, its #97 holding.
  • Lane & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.15M in Q4 2022.
  • 836 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.