RWB
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RMR Wealth Builders’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

RMR Wealth Builders’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
-4,691
Closed -$220K – 291
2025
Q3 		$220K Hold
4,691
– – 0.02% 263
2025
Q2 		$200K Buy
+4,691
New +$189K 0.02% 279

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

RMR Wealth Builders's SPEM Position: Q4 2025 in Review

RMR Wealth Builders sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2025, closing a stake of 4,691 shares — an estimated $220K sold.

RMR Wealth Builders first reported a position in SPEM in Q2 2025 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 980 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

  • RMR Wealth Builders reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 4,691 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $220K.
  • RMR Wealth Builders first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and held it in 2 quarters.
  • RMR Wealth Builders's State Street SPDR Portfolio Emerging Markets ETF position peaked at $220K in Q3 2025.
  • 980 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.