Running Point Capital Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Running Point Capital 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 Q4	$169K	Buy	3,610 +33	+0.9%	+$1.55K	0.05%	129
2025 Q3	$167K	Hold	3,577	–	–	0.04%	130
2025 Q2	$153K	Buy	3,577 +25	+0.7%	+$1.01K	0.04%	125
2025 Q1	$140K	Hold	3,552	–	–	0.04%	120
2024 Q4	$136K	Hold	3,552	–	–	0.05%	111
2024 Q3	$147K	Hold	3,552	–	–	0.06%	100
2024 Q2	$134K	Hold	3,552	–	–	0.06%	95
2024 Q1	$129K	Hold	3,552	–	–	0.06%	95
2023 Q4	$126K	Sell	3,552 -9,641	-73%	-$328K	0.06%	104
2023 Q3	$443K	Hold	13,193	–	–	0.26%	62
2023 Q2	$454K	Hold	13,193	–	–	0.25%	62
2023 Q1	$450K	Hold	13,193	–	–	0.27%	59
2022 Q4	$435K	Buy	13,193 +965	+8%	+$31.3K	0.27%	59
2022 Q3	$380K	Hold	12,228	–	–	0.25%	53
2022 Q2	$425K	Sell	12,228 -44,800	-79%	-$1.62M	0.27%	49
2022 Q1	$2.2M	Sell	57,028 -1,539	-3%	-$62K	1.29%	17
2021 Q4	$2.43M	Sell	58,567 -42,948	-42%	-$1.84M	1.46%	17
2021 Q3	$4.32M	Sell	101,515 -181	-0.2%	-$7.86K	1.91%	17
2021 Q2	$4.63M	Sell	101,696 -1,563	-2%	-$70K	2.1%	16
2021 Q1	$4.52M	Buy	103,259 +7,830	+8%	+$350K	2.49%	13
2020 Q4	$4.02M	Buy	+95,429	New	+$3.79M	2.35%	14

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Running Point Capital Advisors's SPEM Position: Q4 2025 in Review

Running Point Capital Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.92% in Q4 2025, buying an estimated $1.55K and bringing the position to 3,610 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #129.

Running Point Capital Advisors first reported a position in SPEM in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.63M in Q2 2021. 979 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

Running Point Capital Advisors held 3,610 shares of State Street SPDR Portfolio Emerging Markets ETF worth $169K as of Q4 2025.
Running Point Capital Advisors bought 33 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $1.55K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Running Point Capital Advisors's portfolio in Q4 2025, its #129 holding.
Running Point Capital Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 21 quarters since.
Running Point Capital Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.63M in Q2 2021.
979 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.