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SFC
Strategic Financial Concepts’s
State Street SPDR Portfolio Emerging Markets ETF
SPEM
Stock Holding History
Strategic Financial Concepts’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
$1.79M
Buy
+38,148
New
+$1.86M
0.44%
60
2025
Q4
–
Sell
-402,713
Closed
-$18.9M
–
275
2025
Q3
$18.9M
Buy
402,713
+43,468
+12%
+$1.93M
2.74%
8
2025
Q2
$15.4M
Buy
359,245
+340,090
+1,775%
+$13.7M
2.16%
9
2025
Q1
$754K
Sell
19,155
-3,130
-14%
-$123K
0.14%
146
2024
Q4
$855K
Buy
+22,285
New
+$896K
0.16%
133
2024
Q3
–
Sell
-148,707
Closed
-$576K
–
665
2024
Q2
$576K
Buy
148,707
+128,861
+649%
+$4.8M
0.34%
71
2024
Q1
$718K
Sell
19,846
-7,850
-28%
-$276K
0.17%
131
2023
Q4
$981K
Buy
27,696
+5,399
+24%
+$184K
0.58%
50
2023
Q3
$749K
Buy
22,297
+14,794
+197%
+$511K
0.25%
95
2023
Q2
$258K
Buy
+7,503
New
+$257K
0.1%
190
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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