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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return