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Safeguard Financial’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Safeguard Financial’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
Q1 		$1.81M Sell
45,948
-554
-1% -$21.7K 0.4% 25
2024
Q4 		$1.78M Buy
46,502
+2,889
+7% +$116K 0.39% 27
2024
Q3 		$1.8M Buy
43,613
+109
+0.3% +$4.18K 0.42% 27
2024
Q2 		$1.64M Sell
43,504
-733
-2% -$27.3K 0.46% 24
2024
Q1 		$1.6M Buy
44,237
+3,025
+7% +$106K 0.52% 21
2023
Q4 		$1.46M Buy
41,212
+1,477
+4% +$50.2K 0.55% 21
2023
Q3 		$1.33M Sell
39,735
-1,164
-3% -$40.2K 0.64% 21
2023
Q2 		$1.41M Buy
40,899
+2,155
+6% +$73.7K 0.68% 19
2023
Q1 		$1.32M Buy
38,744
+840
+2% +$28.9K 0.8% 20
2022
Q4 		$1.25M Sell
37,904
-1,882
-5% -$61K 0.89% 19
2022
Q3 		$1.24M Buy
39,786
+10,444
+36% +$355K 1.14% 17
2022
Q2 		$1.02M Buy
29,342
+4,282
+17% +$155K 1.22% 18
2022
Q1 		$968K Buy
+25,060
New +$1.01M 1.45% 16

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
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
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
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Safeguard Financial's SPEM Position: Q1 2025 in Review

Safeguard Financial reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.2% in Q1 2025, selling an estimated $21.7K and leaving 45,948 shares worth $1.81M. The position accounts for 0.4% of the portfolio, ranked #25.

Safeguard Financial first reported a position in SPEM in Q1 2022 and has held it in 13 quarters since. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • Safeguard Financial held 45,948 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.81M as of Q1 2025.
  • Safeguard Financial sold 554 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $21.7K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.4% of Safeguard Financial's portfolio in Q1 2025, its #25 holding.
  • Safeguard Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and has held it in 13 quarters since.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.