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Stone Summit Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Stone Summit 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
Q4 		– Sell
-4,719
Closed -$221K – 146
2025
Q3 		$221K Sell
4,719
-490
-9% -$21.8K 0.06% 140
2025
Q2 		$223K Sell
5,209
-1,706
-25% -$68.8K 0.07% 136
2025
Q1 		$272K Sell
6,915
-19
-0.3% -$745 0.09% 126
2024
Q4 		$266K Sell
6,934
-618
-8% -$24.9K 0.09% 126
2024
Q3 		$312K Sell
7,552
-206
-3% -$7.9K 0.1% 122
2024
Q2 		$292K Sell
7,758
-341
-4% -$12.7K 0.1% 121
2024
Q1 		$293K Buy
8,099
+441
+6% +$15.5K 0.1% 126
2023
Q4 		$271K Buy
7,658
+17
+0.2% +$578 0.1% 127
2023
Q3 		$257K Sell
7,641
-275
-3% -$9.51K 0.11% 130
2023
Q2 		$272K Sell
7,916
-486
-6% -$16.6K 0.11% 123
2023
Q1 		$287K Sell
8,402
-215
-2% -$7.39K 0.13% 117
2022
Q4 		$284K Sell
8,617
-732
-8% -$23.7K 0.14% 117
2022
Q3 		$290K Sell
9,349
-887
-9% -$30.2K 0.18% 106
2022
Q2 		$356K Sell
10,236
-2,583
-20% -$93.3K 0.21% 96
2022
Q1 		$504K Buy
12,819
+2,807
+28% +$113K 0.28% 81
2021
Q4 		$417K Buy
+10,012
New +$428K 0.34% 83

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return