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

Schechter 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
Q1 		$243K Hold
6,183
– – 0.02% 517
2024
Q4 		$237K Hold
6,183
– – 0.02% 538
2024
Q3 		$255K Hold
6,183
– – 0.02% 530
2024
Q2 		$233K Sell
6,183
-51
-0.8% -$1.9K 0.02% 526
2024
Q1 		$226K Buy
+6,234
New +$219K 0.02% 558

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

Schechter Investment Advisors's SPEM Position: Q1 2025 in Review

Schechter Investment Advisors held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2025 at 6,183 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #517.

Schechter Investment Advisors first reported a position in SPEM in Q1 2024 and has held it in 5 quarters since. The position peaked at $255K in Q3 2024. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • Schechter Investment Advisors held 6,183 shares of State Street SPDR Portfolio Emerging Markets ETF worth $243K as of Q1 2025.
  • Schechter Investment Advisors left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2025.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #517 holding.
  • Schechter Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $255K in Q3 2024.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.