Van Hulzen Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Van Hulzen Asset Management’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 Q1	–	Sell	-648	Closed	-$24.9K	–	984
2024 Q4	$24.9K	Buy	+648	New	+$26.1K	﹤0.01%	647
2020 Q1	–	Sell	-8,480	Closed	-$319K	–	297
2019 Q4	$319K	Sell	8,480 -5,046	-37%	-$182K	0.06%	208
2019 Q3	$464K	Buy	13,526 +3,936	+41%	+$137K	0.1%	149
2019 Q2	$343K	Buy	9,590 +1,784	+23%	+$63.2K	0.07%	182
2019 Q1	$279K	Sell	7,806 -7,710	-50%	-$268K	0.08%	183
2018 Q4	$502K	Buy	+15,516	New	+$512K	0.15%	107

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Van Hulzen Asset Management's SPEM Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 648 shares — an estimated $24.9K sold.

Van Hulzen Asset Management first reported a position in SPEM in Q4 2018 and held it in 6 quarters. The position peaked at $502K in Q4 2018. 839 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

Van Hulzen Asset Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 648 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $24.9K.
Van Hulzen Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 6 quarters.
Van Hulzen Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $502K in Q4 2018.
839 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.