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New Century Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

New Century Financial Group’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
-24,601
Closed -$969K – 149
2025
Q1 		$969K Buy
24,601
+284
+1% +$11.1K 1.12% 20
2024
Q4 		$935K Buy
24,317
+3,776
+18% +$152K 0.4% 65
2024
Q3 		$848K Sell
20,541
-53
-0.3% -$2.03K 0.31% 92
2024
Q2 		$776K Buy
+20,594
New +$767K 0.33% 88

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

New Century Financial Group's SPEM Position: Q2 2025 in Review

New Century Financial Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 24,601 shares — an estimated $969K sold.

New Century Financial Group first reported a position in SPEM in Q2 2024 and held it in 4 quarters. The position peaked at $969K in Q1 2025. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • New Century Financial Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 24,601 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $969K.
  • New Century Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and held it in 4 quarters.
  • New Century Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $969K in Q1 2025.
  • 869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.