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Realta Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-70
Closed -$2.99K – 353
2025
Q2 		$2.99K Hold
70
– – ﹤0.01% 290
2025
Q1 		$2.76K Hold
70
– – ﹤0.01% 308
2024
Q4 		$2.69K Buy
+70
New +$2.81K ﹤0.01% 324
2024
Q3 		– Sell
-5,721
Closed -$216K – 709
2024
Q2 		$216K Sell
5,721
-1,193
-17% -$44.4K 0.04% 379
2024
Q1 		$250K Buy
+6,914
New +$243K 0.05% 359
2023
Q4 		– Sell
-5,136
Closed -$177K – 746
2023
Q3 		$177K Hold
5,136
– – 0.04% 398
2023
Q2 		$177K Buy
+5,136
New +$176K 0.04% 415
2023
Q1 		– Sell
-5,239
Closed -$173K – 768
2022
Q4 		$173K Sell
5,239
-99
-2% -$3.21K 0.04% 415
2022
Q3 		$166K Buy
+5,338
New +$182K 0.04% 385
2022
Q2 		– Sell
-5,639
Closed -$218K – 437
2022
Q1 		$218K Buy
5,639
+525
+10% +$21.1K 0.04% 372
2021
Q4 		$212K Buy
5,114
+209
+4% +$8.94K 0.05% 386
2021
Q3 		$209K Buy
+4,905
New +$213K 0.05% 377
2020
Q1 		– Sell
-110
Closed -$4K – 1225
2019
Q4 		$4K Hold
110
– – ﹤0.01% 1404
2019
Q3 		$4K Sell
110
-1,305
-92% -$45.3K ﹤0.01% 1400
2019
Q2 		$49K Hold
1,415
– – 0.01% 677
2019
Q1 		$49K Buy
+1,415
New +$49.3K 0.02% 553

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Realta Investment Advisors's SPEM Position: Q3 2025 in Review

Realta Investment Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2025, closing a stake of 70 shares — an estimated $2.99K sold.

Realta Investment Advisors first reported a position in SPEM in Q1 2019 and held it in 16 quarters. The position peaked at $250K in Q1 2024. 892 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Realta Investment Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 70 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $2.99K.
  • Realta Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 16 quarters.
  • Realta Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $250K in Q1 2024.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.