AIS
SPEM icon

American Investment Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

American Investment Services’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 		$920K Sell
19,609
-74
-0.4% -$3.6K 0.21% 69
2025
Q4 		$921K Sell
19,683
-144
-0.7% -$6.78K 0.21% 68
2025
Q3 		$928K Buy
19,827
+455
+2% +$20.2K 0.22% 68
2025
Q2 		$828K Sell
19,372
-809
-4% -$32.6K 0.21% 70
2025
Q1 		$795K Buy
20,181
+25
+0.1% +$980 0.14% 89
2024
Q4 		$773K Buy
20,156
+319
+2% +$12.8K 0.14% 91
2024
Q3 		$819K Sell
19,837
-250
-1% -$9.59K 0.14% 92
2024
Q2 		$757K Sell
20,087
-702
-3% -$26.1K 0.13% 90
2024
Q1 		$752K Sell
20,789
-18,340
-47% -$645K 0.13% 91
2023
Q4 		$1.39M Buy
39,129
+1,204
+3% +$41K 0.26% 68
2023
Q3 		$1.27M Sell
37,925
-2,581
-6% -$89.2K 0.27% 65
2023
Q2 		$1.39M Sell
40,506
-11,063
-21% -$378K 0.28% 64
2023
Q1 		$1.7M Hold
51,569
– – 0.35% 58
2022
Q4 		$1.7M Sell
51,569
-683
-1% -$22.1K 0.35% 58
2022
Q3 		$1.62M Sell
52,252
-1,423
-3% -$48.4K 0.39% 51
2022
Q2 		$1.87M Buy
53,675
+4,510
+9% +$163K 0.43% 45
2022
Q1 		$1.9M Sell
49,165
-5,697
-10% -$230K 0.42% 46
2021
Q4 		$2.28M Buy
54,862
+13,639
+33% +$583K 0.5% 42
2021
Q3 		$1.75M Buy
41,223
+684
+2% +$29.7K 0.39% 47
2021
Q2 		$1.84M Sell
40,539
-1,042
-3% -$46.6K 0.42% 45
2021
Q1 		$1.82M Buy
41,581
+6,440
+18% +$288K 0.49% 42
2020
Q4 		$1.48M Buy
35,141
+683
+2% +$27.1K 0.45% 41
2020
Q3 		$1.26M Sell
34,458
-80
-0.2% -$2.92K 0.42% 38
2020
Q2 		$1.16M Buy
34,538
+3,846
+13% +$120K 0.41% 38
2020
Q1 		$873K Buy
30,692
+6,315
+26% +$217K 0.33% 50
2019
Q4 		$916K Buy
24,377
+2,480
+11% +$89.4K 0.28% 59
2019
Q3 		$751K Buy
21,897
+3,666
+20% +$127K 0.24% 74
2019
Q2 		$652K Buy
18,231
+1,161
+7% +$41.1K 0.21% 77
2019
Q1 		$610K Buy
17,070
+335
+2% +$11.7K 0.19% 75
2018
Q4 		$542K Buy
+16,735
New +$552K 0.19% 71

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

American Investment Services's SPEM Position: Q1 2026 in Review

American Investment Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.38% in Q1 2026, selling an estimated $3.6K and leaving 19,609 shares worth $920K. The position accounts for 0.21% of the portfolio, ranked #69.

American Investment Services first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.28M in Q4 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • American Investment Services held 19,609 shares of State Street SPDR Portfolio Emerging Markets ETF worth $920K as of Q1 2026.
  • American Investment Services sold 74 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $3.6K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.21% of American Investment Services's portfolio in Q1 2026, its #69 holding.
  • American Investment Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
  • American Investment Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.28M in Q4 2021.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.