SW
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SteelPeak Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

SteelPeak Wealth’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 		– Sell
-19,628
Closed -$753K – 674
2024
Q4 		$753K Buy
+19,628
New +$789K 0.03% 283

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

SteelPeak Wealth's SPEM Position: Q1 2025 in Review

SteelPeak Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 19,628 shares — an estimated $753K sold.

SteelPeak Wealth first reported a position in SPEM in Q4 2024 and held it in 1 quarter. The position peaked at $753K in Q4 2024. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • SteelPeak Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 19,628 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $753K.
  • SteelPeak Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 1 quarter.
  • SteelPeak Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $753K in Q4 2024.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.