OPS
SPEM icon

Orion Portfolio Solutions’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Orion Portfolio Solutions’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 		$7.13M Buy
181,068
+3,594
+2% +$141K 0.07% 270
2024
Q4 		$6.81M Sell
177,474
-6,851
-4% -$276K 0.07% 269
2024
Q3 		$7.61M Sell
184,325
-9,833
-5% -$377K 0.08% 252
2024
Q2 		$7.31M Buy
194,158
+13,551
+8% +$505K 0.08% 241
2024
Q1 		$6.54M Sell
180,607
-21,401
-11% -$753K 0.07% 270
2023
Q4 		$7.06M Buy
202,008
+29,887
+17% +$1.02M 0.08% 233
2023
Q3 		$5.78M Buy
172,121
+4,330
+3% +$150K 0.07% 266
2023
Q2 		$5.77M Buy
167,791
+5,714
+4% +$195K 0.06% 297
2023
Q1 		$5.53M Buy
162,077
+13,299
+9% +$457K 0.07% 254
2022
Q4 		$4.9M Buy
148,778
+9,713
+7% +$315K 0.17% 94
2022
Q3 		$4.32M Buy
139,065
+28,681
+26% +$976K 0.17% 94
2022
Q2 		$3.84M Buy
110,384
+16,958
+18% +$612K 0.15% 95
2022
Q1 		$3.61M Sell
93,426
-24,757
-21% -$997K 0.13% 106
2021
Q4 		$4.9M Buy
118,183
+35,914
+44% +$1.54M 0.16% 88
2021
Q3 		$3.5M Buy
82,269
+13,921
+20% +$604K 0.13% 104
2021
Q2 		$3.11M Buy
68,348
+4,416
+7% +$198K 0.12% 106
2021
Q1 		$2.8M Buy
63,932
+3,776
+6% +$169K 0.12% 107
2020
Q4 		$2.54M Sell
60,156
-5,289
-8% -$210K 0.12% 114
2020
Q3 		$2.39M Sell
65,445
-3,666
-5% -$134K 0.12% 104
2020
Q2 		$2.31M Buy
69,111
+67,995
+6,093% +$2.13M 0.13% 98
2020
Q1 		$32K Sell
1,116
-4,442
-80% -$153K ﹤0.01% 704
2019
Q4 		$209K Buy
+5,558
New +$200K 0.02% 307

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

Orion Portfolio Solutions's SPEM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2% in Q1 2025, buying an estimated $141K and bringing the position to 181,068 shares worth $7.13M. The position accounts for 0.07% of the portfolio, ranked #270.

Orion Portfolio Solutions first reported a position in SPEM in Q4 2019 and has held it in 22 quarters since. The position peaked at $7.61M in Q3 2024. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • Orion Portfolio Solutions held 181,068 shares of State Street SPDR Portfolio Emerging Markets ETF worth $7.13M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,594 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $141K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #270 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.61M in Q3 2024.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.