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SAM
Secure Asset Management’s
State Street SPDR Portfolio Emerging Markets ETF
SPEM
Stock Holding History
Secure Asset Management’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
2026
Q1
$343K
Sell
7,318
-35
-0.5%
-$1.71K
0.05%
228
2025
Q4
$344K
Sell
7,353
-647
-8%
-$30.5K
0.05%
250
2025
Q3
$377K
Sell
8,000
-17,825
-69%
-$792K
0.06%
218
2025
Q2
$1.1M
Buy
25,825
+18,507
+253%
+$747K
0.21%
119
2025
Q1
$288K
Hold
7,318
–
–
0.06%
239
2024
Q4
$281K
Hold
7,318
–
–
0.04%
261
2024
Q3
$302K
Hold
7,318
–
–
0.05%
248
2024
Q2
$276K
Sell
7,318
-47
-0.6%
-$1.75K
0.05%
241
2024
Q1
$267K
Buy
7,365
+47
+0.6%
+$1.65K
0.06%
194
2023
Q4
$259K
Sell
7,318
-1,792
-20%
-$60.9K
0.07%
188
2023
Q3
$306K
Hold
9,110
–
–
0.09%
155
2023
Q2
$313K
Buy
9,110
+1
+0%
+$34
0.1%
145
2023
Q1
$311K
Buy
9,109
+2,303
+34%
+$79.2K
0.1%
147
2022
Q4
$224K
Hold
6,806
–
–
0.08%
178
2022
Q3
$211K
Hold
6,806
–
–
0.12%
142
2022
Q2
$237K
Buy
+6,806
New
+$246K
0.13%
135
Other funds holding SPEM
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B 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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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