Paradigm Strategies in Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Paradigm Strategies in Wealth Management’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	–	Sell	-8,143	Closed	-$381K	–	54
2025 Q3	$381K	Hold	8,143	–	–	0.24%	39
2025 Q2	$348K	Hold	8,143	–	–	0.23%	40
2025 Q1	$321K	Sell	8,143 -26	-0.3%	-$1.02K	0.22%	38
2024 Q4	$313K	Buy	8,169 +519	+7%	+$20.9K	0.21%	38
2024 Q3	$316K	Sell	7,650 -385	-5%	-$14.8K	0.2%	36
2024 Q2	$303K	Sell	8,035 -4,165	-34%	-$155K	0.19%	37
2024 Q1	$442K	Sell	12,200 -2,687	-18%	-$94.5K	0.27%	30
2023 Q4	$527K	Sell	14,887 -8,596	-37%	-$292K	0.35%	25
2023 Q3	$788K	Sell	23,483 -10,825	-32%	-$374K	0.5%	21
2023 Q2	$1.18M	Buy	+34,308	New	+$1.17M	0.8%	18

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Paradigm Strategies in Wealth Management's SPEM Position: Q4 2025 in Review

Paradigm Strategies in Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2025, closing a stake of 8,143 shares — an estimated $381K sold.

Paradigm Strategies in Wealth Management first reported a position in SPEM in Q2 2023 and held it in 10 quarters. The position peaked at $1.18M in Q2 2023. 984 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

Paradigm Strategies in Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 8,143 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $381K.
Paradigm Strategies in Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and held it in 10 quarters.
Paradigm Strategies in Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.18M in Q2 2023.
984 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.