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Abound Financial’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Abound Financial’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 		$4.39M Sell
93,642
-123,106
-57% -$6M 1.92% 12
2025
Q4 		$10.1M Buy
216,748
+19,251
+10% +$906K 3.93% 8
2025
Q3 		$9.24M Buy
197,497
+5,962
+3% +$265K 3.7% 8
2025
Q2 		$8.19M Buy
191,535
+30,614
+19% +$1.24M 3.6% 8
2025
Q1 		$6.34M Sell
160,921
-532
-0.3% -$20.9K 3.21% 8
2024
Q4 		$6.19M Buy
+161,453
New +$6.49M 3.14% 9

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Abound Financial's SPEM Position: Q1 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 57% in Q1 2026, selling an estimated $6M and leaving 93,642 shares worth $4.39M. The position accounts for 1.92% of the portfolio, ranked #12.

Abound Financial first reported a position in SPEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.1M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Abound Financial held 93,642 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.39M as of Q1 2026.
  • Abound Financial sold 123,106 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $6M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.92% of Abound Financial's portfolio in Q1 2026, its #12 holding.
  • Abound Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Abound Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $10.1M in Q4 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.