NewSquare Capital’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

NewSquare Capital’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	–	Sell	-167	Closed	-$6.41K	–	1228
2024 Q4	$6.41K	Buy	+167	New	+$6.72K	﹤0.01%	334
2024 Q1	–	Sell	-14	Closed	-$493	–	512
2023 Q4	$496	Hold	14	–	–	﹤0.01%	434
2023 Q3	$470	Sell	14 -100	-88%	-$3.46K	﹤0.01%	531
2023 Q2	$3.92K	Buy	+114	New	+$3.9K	﹤0.01%	449
2023 Q1	–	Sell	-187	Closed	-$6.16K	–	945
2022 Q4	$6.16K	Sell	187 -485	-72%	-$15.7K	﹤0.01%	347
2022 Q3	$21K	Sell	672 -114	-15%	-$3.88K	﹤0.01%	215
2022 Q2	$27K	Hold	786	–	–	﹤0.01%	213
2022 Q1	$30K	Buy	+786	New	+$31.7K	﹤0.01%	221

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

NewSquare Capital's SPEM Position: Q1 2025 in Review

NewSquare Capital sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 167 shares — an estimated $6.41K sold.

NewSquare Capital first reported a position in SPEM in Q1 2022 and held it in 8 quarters. The position peaked at $30K in Q1 2022. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

NewSquare Capital reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
NewSquare Capital sold 167 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $6.41K.
NewSquare Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and held it in 8 quarters.
NewSquare Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $30K in Q1 2022.
835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.