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Advyzon Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Advyzon Investment 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
2026
Q1 		$10.5M Buy
224,605
+1,268
+0.6% +$61.8K 0.94% 21
2025
Q4 		$10.5M Buy
223,337
+12,818
+6% +$603K 1.21% 11
2025
Q3 		$9.85M Buy
210,519
+23,196
+12% +$1.03M 1.69% 10
2025
Q2 		$8.01M Buy
187,323
+4,730
+3% +$191K 1.77% 9
2025
Q1 		$7.19M Sell
182,593
-8,008
-4% -$314K 2.54% 8
2024
Q4 		$7.31M Buy
+190,601
New +$7.67M 2.82% 7

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

Advyzon Investment Management's SPEM Position: Q1 2026 in Review

Advyzon Investment Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.57% in Q1 2026, buying an estimated $61.8K and bringing the position to 224,605 shares worth $10.5M. The position accounts for 0.94% of the portfolio, ranked #21.

Advyzon Investment Management first reported a position in SPEM in Q4 2024 and has held it in 6 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Advyzon Investment Management held 224,605 shares of State Street SPDR Portfolio Emerging Markets ETF worth $10.5M as of Q1 2026.
  • Advyzon Investment Management bought 1,268 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $61.8K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.94% of Advyzon Investment Management's portfolio in Q1 2026, its #21 holding.
  • Advyzon Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.