AWM
SPEM icon

AE Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

AE Wealth 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 		$5.9M Buy
125,841
+18,394
+17% +$896K 0.03% 377
2025
Q4 		$5.03M Buy
107,447
+7,260
+7% +$342K 0.03% 389
2025
Q3 		$4.69M Buy
100,187
+25,346
+34% +$1.13M 0.03% 376
2025
Q2 		$3.2M Sell
74,841
-20,657
-22% -$834K 0.02% 436
2025
Q1 		$3.76M Buy
95,498
+11,691
+14% +$458K 0.03% 398
2024
Q4 		$3.22M Buy
83,807
+6,431
+8% +$259K 0.03% 430
2024
Q3 		$3.19M Sell
77,376
-12,741
-14% -$489K 0.03% 424
2024
Q2 		$3.39M Buy
90,117
+13,207
+17% +$492K 0.03% 407
2024
Q1 		$2.78M Sell
76,910
-794,025
-91% -$27.9M 0.03% 416
2023
Q4 		$30.1M Buy
870,935
+731,192
+523% +$24.9M 0.15% 140
2023
Q3 		$4.69M Buy
139,743
+23,177
+20% +$801K 0.03% 564
2023
Q2 		$4.01M Buy
116,566
+30,155
+35% +$1.03M 0.02% 611
2023
Q1 		$2.95M Buy
86,411
+11,900
+16% +$409K 0.02% 671
2022
Q4 		$2.46M Buy
74,511
+1,440
+2% +$46.6K 0.02% 676
2022
Q3 		$2.27M Buy
73,071
+3,622
+5% +$123K 0.02% 658
2022
Q2 		$2.42M Sell
69,449
-22,559
-25% -$815K 0.02% 610
2022
Q1 		$3.56M Buy
92,008
+21,360
+30% +$861K 0.02% 540
2021
Q4 		$2.93M Buy
70,648
+3,802
+6% +$163K 0.02% 574
2021
Q3 		$2.84M Sell
66,846
-122,290
-65% -$5.31M 0.02% 529
2021
Q2 		$8.61M Buy
189,136
+19,396
+11% +$868K 0.08% 245
2021
Q1 		$7.43M Buy
169,740
+780
+0.5% +$34.9K 0.08% 256
2020
Q4 		$7.12M Sell
168,960
-89,980
-35% -$3.57M 0.08% 225
2020
Q3 		$9.47M Buy
258,940
+161,906
+167% +$5.91M 0.14% 149
2020
Q2 		$3.25M Sell
97,034
-169,451
-64% -$5.3M 0.05% 295
2020
Q1 		$7.58M Buy
266,485
+154,723
+138% +$5.32M 0.17% 114
2019
Q4 		$4.2M Sell
111,762
-213,049
-66% -$7.68M 0.09% 202
2019
Q3 		$11.1M Buy
324,811
+140,451
+76% +$4.87M 0.32% 62
2019
Q2 		$6.6M Buy
184,360
+88,318
+92% +$3.13M 0.2% 92
2019
Q1 		$3.43M Buy
96,042
+79,694
+487% +$2.78M 0.24% 87
2018
Q4 		$529K Sell
16,348
-5,165
-24% -$170K 0.09% 233
2018
Q3 		$749K Sell
21,513
-58,650
-73% -$2.07M 0.04% 262
2018
Q2 		$2.83M Sell
80,163
-7,314
-8% -$275K 0.19% 77
2018
Q1 		$3.44M Buy
87,477
+15,285
+21% +$612K 0.27% 59
2017
Q4 		$2.75M Buy
+72,192
New +$2.69M 0.24% 73
2017
Q3 		– Sell
-10,112
Closed -$337K – 412
2017
Q2 		$337K Buy
+10,112
New +$333K 0.04% 278

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

AE Wealth Management's SPEM Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 17% in Q1 2026, buying an estimated $896K and bringing the position to 125,841 shares worth $5.9M. The position accounts for 0.03% of the portfolio, ranked #377.

AE Wealth Management first reported a position in SPEM in Q2 2017 and has held it in 35 quarters since. The position peaked at $30.1M in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • AE Wealth Management held 125,841 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.9M as of Q1 2026.
  • AE Wealth Management bought 18,394 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $896K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #377 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2017 and has held it in 35 quarters since.
  • AE Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $30.1M in Q4 2023.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.