AO
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Advisor OS’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Advisor OS’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 		$4.17M Buy
88,822
+46,719
+111% +$2.28M 0.3% 54
2025
Q4 		$1.97M Buy
42,103
+21,345
+103% +$1M 0.16% 97
2025
Q3 		$972K Sell
20,758
-3,612
-15% -$161K 0.08% 159
2025
Q2 		$1.04M Buy
24,370
+17,275
+243% +$697K 0.1% 139
2025
Q1 		$279K Sell
7,095
-9,306
-57% -$365K 0.03% 341
2024
Q4 		$629K Sell
16,401
-334
-2% -$13.4K 0.07% 185
2024
Q3 		$691K Buy
16,735
+310
+2% +$11.9K 0.07% 213
2024
Q2 		$619K Sell
16,425
-312
-2% -$11.6K 0.07% 219
2024
Q1 		$606K Sell
16,737
-170
-1% -$5.98K 0.07% 215
2023
Q4 		$599K Sell
16,907
-2,372
-12% -$80.7K 0.08% 192
2023
Q3 		$647K Buy
19,279
+38
+0.2% +$1.31K 0.1% 173
2023
Q2 		$662K Sell
19,241
-1,285
-6% -$43.9K 0.11% 176
2023
Q1 		$701K Buy
+20,526
New +$706K 0.17% 143
2022
Q2 		– Sell
-21,693
Closed -$838K – 211
2022
Q1 		$838K Buy
21,693
+882
+4% +$35.5K 0.24% 99
2021
Q4 		$863K Buy
20,811
+731
+4% +$31.3K 0.18% 123
2021
Q3 		$854K Buy
20,080
+415
+2% +$18K 0.19% 104
2021
Q2 		$895K Sell
19,665
-40
-0.2% -$1.79K 0.19% 96
2021
Q1 		$863K Buy
+19,705
New +$881K 0.2% 90
2020
Q3 		– Sell
-19,456
Closed -$651K – 150
2020
Q2 		$651K Buy
+19,456
New +$609K 0.39% 55

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

Advisor OS's SPEM Position: Q1 2026 in Review

Advisor OS increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 111% in Q1 2026, buying an estimated $2.28M and bringing the position to 88,822 shares worth $4.17M. The position accounts for 0.3% of the portfolio, ranked #54.

Advisor OS first reported a position in SPEM in Q2 2020 and has held it in 19 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Advisor OS held 88,822 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.17M as of Q1 2026.
  • Advisor OS bought 46,719 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $2.28M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.3% of Advisor OS's portfolio in Q1 2026, its #54 holding.
  • Advisor OS first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 19 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.