LOIM
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Liberty One Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Liberty One Investment Management’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
2026
Q2 		$73K Sell
1,411
-22,776
-94% -$1.16M 0.01% 153
2026
Q1 		$1.13M Buy
24,187
+1,332
+6% +$64.9K 0.12% 100
2025
Q4 		$1.07M Sell
22,855
-6,345
-22% -$299K 0.14% 86
2025
Q3 		$1.37M Sell
29,200
-862
-3% -$38.3K 0.08% 92
2025
Q2 		$1.28M Sell
30,062
-1,066
-3% -$43K 0.13% 85
2025
Q1 		$1.23M Sell
31,128
-637
-2% -$25K 0.12% 84
2024
Q4 		$1.22M Buy
31,765
+816
+3% +$32.8K 0.13% 85
2024
Q3 		$1.28M Sell
30,949
-166
-0.5% -$6.37K 0.13% 85
2024
Q2 		$1.17M Buy
31,115
+176
+0.6% +$6.55K 0.13% 85
2024
Q1 		$1.12M Sell
30,939
-878
-3% -$30.9K 0.13% 82
2023
Q4 		$1.13M Sell
31,817
-689
-2% -$23.4K 0.14% 78
2023
Q3 		$1.09M Sell
32,506
-1,063
-3% -$36.7K 0.16% 72
2023
Q2 		$1.15M Buy
33,569
+1,009
+3% +$34.5K 0.15% 73
2023
Q1 		$1.11M Buy
32,560
+202
+0.6% +$6.95K 0.15% 76
2022
Q4 		$1.07M Buy
32,358
+1,674
+5% +$54.2K 0.15% 77
2022
Q3 		$952K Buy
30,684
+2,593
+9% +$88.2K 0.16% 78
2022
Q2 		$1.28M Sell
28,091
-805
-3% -$29.1K 0.22% 79
2022
Q1 		$1.12M Buy
28,896
+250
+0.9% +$10.1K 0.17% 84
2021
Q4 		$1.19M Buy
28,646
+853
+3% +$36.5K 0.18% 84
2021
Q3 		$1.18M Sell
27,793
-298
-1% -$12.9K 0.2% 82
2021
Q2 		$1.28M Sell
28,091
-365
-1% -$16.3K 0.22% 79
2021
Q1 		$1.25M Sell
28,456
-1,538
-5% -$68.7K 0.22% 78
2020
Q4 		$1.26M Sell
29,994
-1,479
-5% -$58.7K 0.24% 68
2020
Q3 		$1.15M Sell
31,473
-394
-1% -$14.4K 0.24% 60
2020
Q2 		$1.07M Buy
31,867
+1
+0% +$31 0.24% 62
2020
Q1 		$907K Buy
31,866
+496
+2% +$17.1K 0.23% 62
2019
Q4 		$1.18M Buy
+31,370
New +$1.13M 0.26% 61

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Liberty One Investment Management's SPEM Position: Q2 2026 in Review

Liberty One Investment Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 94% in Q2 2026, selling an estimated $1.16M and leaving 1,411 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #153.

Liberty One Investment Management first reported a position in SPEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.37M in Q3 2025. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Liberty One Investment Management held 1,411 shares of State Street SPDR Portfolio Emerging Markets ETF worth $73K as of Q2 2026.
  • Liberty One Investment Management sold 22,776 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.16M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Liberty One Investment Management's portfolio in Q2 2026, its #153 holding.
  • Liberty One Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.37M in Q3 2025.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.