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ORG Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

ORG Partners’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
Q4 		$244K Sell
5,208
-225
-4% -$10.6K 0.04% 299
2025
Q3 		$254K Sell
5,433
-379
-7% -$16.9K 0.05% 300
2025
Q2 		$249K Sell
5,812
-280
-5% -$11.3K 0.05% 276
2025
Q1 		$240K Buy
6,092
+252
+4% +$9.88K 0.06% 244
2024
Q4 		$224K Buy
5,840
+206
+4% +$8.29K 0.03% 301
2024
Q3 		$233K Sell
5,634
-5,912
-51% -$227K 0.04% 261
2024
Q2 		$436K Buy
+11,546
New +$430K 0.05% 268
2024
Q1 		– Sell
-6,311
Closed -$224K – 1015
2023
Q4 		$224K Buy
6,311
+5,135
+437% +$175K 0.04% 277
2023
Q3 		$39.5K Sell
1,176
-5,841
-83% -$202K 0.01% 557
2023
Q2 		$242K Buy
+7,017
New +$240K 0.04% 340

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ORG Partners's SPEM Position: Q4 2025 in Review

ORG Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.1% in Q4 2025, selling an estimated $10.6K and leaving 5,208 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #299.

ORG Partners first reported a position in SPEM in Q2 2023 and has held it in 10 quarters since. The position peaked at $436K in Q2 2024. 979 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

  • ORG Partners held 5,208 shares of State Street SPDR Portfolio Emerging Markets ETF worth $244K as of Q4 2025.
  • ORG Partners sold 225 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $10.6K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of ORG Partners's portfolio in Q4 2025, its #299 holding.
  • ORG Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $436K in Q2 2024.
  • 979 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.