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Potentia Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Potentia Wealth’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
Q2 		– Sell
-9,500
Closed -$374K – 91
2025
Q1 		$374K Hold
9,500
– – 0.18% 68
2024
Q4 		$365K Buy
+9,500
New +$382K 0.16% 75

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Potentia Wealth's SPEM Position: Q2 2025 in Review

Potentia Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 9,500 shares — an estimated $374K sold.

Potentia Wealth first reported a position in SPEM in Q4 2024 and held it in 2 quarters. The position peaked at $374K in Q1 2025. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • Potentia Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Potentia Wealth sold 9,500 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $374K.
  • Potentia Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 2 quarters.
  • Potentia Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $374K in Q1 2025.
  • 869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on Potentia Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.