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Summit Wealth Group (Colorado)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Summit Wealth Group (Colorado)’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
-39,868
Closed -$1.25M – 590
2025
Q3 		$1.25M Buy
+39,868
New +$1.77M 0.13% 136

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 22.96% 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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SPEM Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2025, closing a stake of 39,868 shares — an estimated $1.25M sold.

Summit Wealth Group (Colorado) first reported a position in SPEM in Q3 2025 and held it in 1 quarter. The position peaked at $1.25M in Q3 2025. 982 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 39,868 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $1.25M.
  • Summit Wealth Group (Colorado) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.25M in Q3 2025.
  • 982 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.