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

SVB 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
Q2 		– Sell
-4,416
Closed -$174K – 1461
2025
Q1 		$174K Sell
4,416
-1,897
-30% -$74.4K 0.01% 330
2024
Q4 		$242K Buy
+6,313
New +$254K ﹤0.01% 622
2024
Q1 		– Sell
-5,664
Closed -$201K – 909
2023
Q4 		$201K Buy
+5,664
New +$193K ﹤0.01% 775
2023
Q1 		– Sell
-6,387
Closed -$211K – 1073
2022
Q4 		$211K Buy
+6,387
New +$207K ﹤0.01% 895

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

SVB Wealth's SPEM Position: Q2 2025 in Review

SVB Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 4,416 shares — an estimated $174K sold.

SVB Wealth first reported a position in SPEM in Q4 2022 and held it in 4 quarters. The position peaked at $242K in Q4 2024. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

  • SVB Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 4,416 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $174K.
  • SVB Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and held it in 4 quarters.
  • SVB Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $242K in Q4 2024.
  • 869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.