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McClarren Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

McClarren Financial Advisors’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
-2,519
Closed -$113K – 262
2025
Q1 		$113K Sell
2,519
-366
-13% -$14.4K 0.07% 95
2024
Q4 		$110K Buy
2,885
+316
+12% +$12.7K 0.31% 54
2024
Q3 		$182 Buy
2,569
+2,193
+583% +$84.1K 0.02% 76
2024
Q2 		$117K Sell
376
-3,417
-90% -$127K 0.08% 99
2024
Q1 		$138K Sell
3,793
-734
-16% -$25.8K 0.1% 86
2023
Q4 		$160K Sell
4,527
-230
-5% -$7.82K 0.12% 80
2023
Q3 		$156K Sell
4,757
-1
-0% -$35 0.14% 76
2023
Q2 		$163K Sell
4,758
-192
-4% -$6.57K 0.13% 77
2023
Q1 		$160K Sell
4,950
-10
-0.2% -$344 0.15% 76
2022
Q4 		$163K Buy
4,960
+95
+2% +$3.08K 0.15% 77
2022
Q3 		$151K Buy
+4,865
New +$166K 0.15% 70
2022
Q2 		– Sell
-5,366
Closed -$204K – 231
2022
Q1 		$204K Sell
5,366
-11
-0.2% -$443 0.15% 61
2021
Q4 		$223K Buy
5,377
+23
+0.4% +$983 0.15% 60
2021
Q3 		$227K Buy
5,354
+11
+0.2% +$478 0.18% 49
2021
Q2 		$241K Sell
5,343
-278
-5% -$12.4K 0.2% 44
2021
Q1 		$245K Sell
5,621
-94
-2% -$4.2K 0.22% 41
2020
Q4 		$239K Buy
+5,715
New +$227K 0.23% 39

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

McClarren Financial Advisors's SPEM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 2,519 shares — an estimated $113K sold.

McClarren Financial Advisors first reported a position in SPEM in Q4 2020 and held it in 17 quarters. The position peaked at $245K in Q1 2021. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • McClarren Financial Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 2,519 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $113K.
  • McClarren Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $245K in Q1 2021.
  • 869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.