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

Oarsman 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
-2,501
Closed -$96K – 751
2024
Q4 		$96K Sell
2,501
-193
-7% -$7.76K 0.02% 340
2024
Q3 		$111K Buy
+2,694
New +$103K 0.02% 321
2022
Q4 		– Sell
-58,435
Closed -$1.81M – 170
2022
Q3 		$1.81M Sell
58,435
-52
-0.1% -$1.77K 0.97% 25
2022
Q2 		$2.03M Buy
58,487
+1,047
+2% +$37.8K 1.01% 24
2022
Q1 		$2.22M Buy
57,440
+2,633
+5% +$106K 0.87% 34
2021
Q4 		$2.27M Sell
54,807
-940
-2% -$40.2K 0.9% 32
2021
Q3 		$2.37M Sell
55,747
-1,786
-3% -$77.5K 0.96% 27
2021
Q2 		$2.62M Buy
57,533
+3,484
+6% +$156K 1.04% 22
2021
Q1 		$2.37M Sell
54,049
-27,635
-34% -$1.24M 1.02% 20
2020
Q4 		$3.44M Buy
81,684
+12,114
+17% +$481K 1.34% 19
2020
Q3 		$2.54M Buy
69,570
+34,646
+99% +$1.26M 1.15% 23
2020
Q2 		$1.17M Sell
34,924
-39,209
-53% -$1.23M 0.58% 51
2020
Q1 		$2.11M Sell
74,133
-7,808
-10% -$268K 1.95% 14
2019
Q4 		$3.08M Buy
81,941
+3,290
+4% +$119K 1.41% 19
2019
Q3 		$2.7M Sell
78,651
-825
-1% -$28.6K 1.28% 20
2019
Q2 		$2.84M Buy
79,476
+5,934
+8% +$210K 1.29% 20
2019
Q1 		$2.63M Buy
73,542
+13,904
+23% +$484K 1.25% 23
2018
Q4 		$1.93M Buy
59,638
+491
+0.8% +$16.2K 0.99% 32
2018
Q3 		$2.06M Buy
59,147
+5,460
+10% +$192K 0.83% 41
2018
Q2 		$1.9M Buy
53,687
+3,247
+6% +$122K 0.86% 40
2018
Q1 		$1.98M Buy
50,440
+3,324
+7% +$133K 0.9% 33
2017
Q4 		$1.8M Buy
+47,116
New +$1.75M 0.77% 40

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

Oarsman Capital's SPEM Position: Q1 2025 in Review

Oarsman Capital sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 2,501 shares — an estimated $96K sold.

Oarsman Capital first reported a position in SPEM in Q4 2017 and held it in 22 quarters. The position peaked at $3.44M in Q4 2020. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • Oarsman Capital reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 2,501 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $96K.
  • Oarsman Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and held it in 22 quarters.
  • Oarsman Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.44M in Q4 2020.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.