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

Alliance Wealth Management Group’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 		$4.28M Buy
91,269
+1,718
+2% +$83.7K 0.94% 28
2025
Q4 		$4.19M Sell
89,551
-5,906
-6% -$278K 0.92% 29
2025
Q3 		$4.47M Sell
95,457
-5,107
-5% -$227K 0.99% 29
2025
Q2 		$4.3M Sell
100,564
-4,314
-4% -$174K 1.09% 27
2025
Q1 		$4.13M Buy
104,878
+5,644
+6% +$221K 1.11% 28
2024
Q4 		$3.81M Buy
99,234
+2,192
+2% +$88.2K 1.02% 28
2024
Q3 		$4.01M Sell
97,042
-2,467
-2% -$94.6K 1.07% 28
2024
Q2 		$3.75M Buy
99,509
+1,162
+1% +$43.3K 1.07% 28
2024
Q1 		$3.56M Buy
98,347
+862
+0.9% +$30.3K 1.04% 29
2023
Q4 		$3.45M Buy
+97,485
New +$3.32M 1.08% 28
2023
Q2 		$3.46M Buy
100,705
+3,997
+4% +$137K 1.12% 26
2023
Q1 		$3.3M Buy
96,708
+10,297
+12% +$354K 1.12% 26
2022
Q4 		$2.85M Buy
86,411
+7,141
+9% +$231K 1.04% 27
2022
Q3 		$2.46M Sell
79,270
-7
-0% -$238 0.96% 28
2022
Q2 		$2.76M Buy
79,277
+2,486
+3% +$89.8K 1.02% 27
2022
Q1 		$2.97M Sell
76,791
-2,558
-3% -$103K 0.97% 26
2021
Q4 		$3.29M Buy
79,349
+8,921
+13% +$381K 1.02% 23
2021
Q3 		$3M Buy
70,428
+1,215
+2% +$52.7K 0.97% 25
2021
Q2 		$3.15M Sell
69,213
-466
-0.7% -$20.9K 1.05% 24
2021
Q1 		$3.05M Buy
69,679
+1,369
+2% +$61.2K 1.15% 21
2020
Q4 		$2.88M Buy
68,310
+2,412
+4% +$95.7K 1.13% 21
2020
Q3 		$2.41M Sell
65,898
-6,433
-9% -$235K 1.03% 22
2020
Q2 		$2.42M Buy
72,331
+10,853
+18% +$339K 1.11% 22
2020
Q1 		$1.75M Buy
61,478
+12,079
+24% +$415K 0.93% 23
2019
Q4 		$1.86M Buy
49,399
+2,163
+5% +$78K 0.83% 24
2019
Q3 		$1.62M Buy
47,236
+3,360
+8% +$117K 0.78% 24
2019
Q2 		$1.57M Sell
43,876
-686
-2% -$24.3K 0.77% 25
2019
Q1 		$1.59M Buy
44,562
+1,461
+3% +$50.9K 0.85% 23
2018
Q4 		$1.4M Buy
43,101
+433
+1% +$14.3K 0.83% 24
2018
Q3 		$1.49M Buy
42,668
+584
+1% +$20.6K 0.81% 27
2018
Q2 		$1.49M Buy
42,084
+1,971
+5% +$74.2K 0.86% 28
2018
Q1 		$1.58M Sell
40,113
-805
-2% -$32.3K 0.74% 31
2017
Q4 		$1.56M Buy
+40,918
New +$1.52M 0.77% 25

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

Alliance Wealth Management Group's SPEM Position: Q1 2026 in Review

Alliance Wealth Management Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.9% in Q1 2026, buying an estimated $83.7K and bringing the position to 91,269 shares worth $4.28M. The position accounts for 0.94% of the portfolio, ranked #28.

Alliance Wealth Management Group first reported a position in SPEM in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.47M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Alliance Wealth Management Group held 91,269 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.28M as of Q1 2026.
  • Alliance Wealth Management Group bought 1,718 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $83.7K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.94% of Alliance Wealth Management Group's portfolio in Q1 2026, its #28 holding.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 33 quarters since.
  • Alliance Wealth Management Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.47M in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.