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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 $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stone Summit Wealth's SPEM Position: Q4 2025 in Review

Stone Summit Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2025, closing a stake of 4,719 shares — an estimated $221K sold.

Stone Summit Wealth first reported a position in SPEM in Q4 2021 and held it in 16 quarters. The position peaked at $504K in Q1 2022. 984 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

  • Stone Summit Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Stone Summit Wealth sold 4,719 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $221K.
  • Stone Summit Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 16 quarters.
  • Stone Summit Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $504K in Q1 2022.
  • 984 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Stone Summit Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.