Arete Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Arete Wealth Advisors’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	$3.41M	Sell	72,662 -65,005	-47%	-$3.17M	0.26%	98
2025 Q4	$6.44M	Buy	137,667 +10,531	+8%	+$496K	0.39%	58
2025 Q3	$5.96M	Buy	127,136 +13,435	+12%	+$597K	0.37%	60
2025 Q2	$4.86M	Buy	113,701 +43,351	+62%	+$1.75M	0.35%	62
2025 Q1	$2.77M	Buy	70,350 +21,572	+44%	+$846K	0.21%	104
2024 Q4	$1.87M	Buy	48,778 +6,935	+17%	+$279K	0.14%	159
2024 Q3	$1.73M	Buy	41,843 +2,699	+7%	+$104K	0.15%	145
2024 Q2	$1.47M	Sell	39,144 -2,748	-7%	-$102K	0.12%	171
2024 Q1	$1.52M	Buy	41,892 +7,767	+23%	+$273K	0.14%	161
2023 Q4	$1.21M	Buy	+34,125	New	+$1.16M	0.09%	214
2023 Q3	–	Sell	-33,846	Closed	-$1.16M	–	677
2023 Q2	$1.16M	Sell	33,846 -1,826	-5%	-$62.4K	0.1%	191
2023 Q1	$1.22M	Buy	35,672 +5,137	+17%	+$177K	0.1%	182
2022 Q4	$1.01B	Buy	30,535 +526	+2%	+$17K	0.09%	199
2022 Q3	$931K	Buy	30,009 +307	+1%	+$10.4K	0.09%	190
2022 Q2	$1.03M	Sell	29,702 -956	-3%	-$34.5K	0.1%	148
2022 Q1	$1.19M	Buy	30,658 +642	+2%	+$25.9K	0.1%	161
2021 Q4	$1.25M	Buy	30,016 +3,266	+12%	+$140K	0.11%	165
2021 Q3	$1.14M	Buy	26,750 +796	+3%	+$34.6K	0.13%	156
2021 Q2	$1.17M	Buy	25,954 +1,362	+6%	+$61K	0.16%	123
2021 Q1	$1.08M	Sell	24,592 -270	-1%	-$12.1K	0.14%	151
2020 Q4	$1.05M	Buy	24,862 +11,265	+83%	+$447K	0.15%	144
2020 Q3	$495K	Buy	13,597 +4,134	+44%	+$151K	0.07%	214
2020 Q2	$317K	Buy	9,463 +208	+2%	+$6.51K	0.05%	285
2020 Q1	$263K	Buy	+9,255	New	+$318K	0.05%	261

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Arete Wealth Advisors's SPEM Position: Q1 2026 in Review

Arete Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 47% in Q1 2026, selling an estimated $3.17M and leaving 72,662 shares worth $3.41M. The position accounts for 0.26% of the portfolio, ranked #98.

Arete Wealth Advisors first reported a position in SPEM in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.01B in Q4 2022. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Arete Wealth Advisors held 72,662 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.41M as of Q1 2026.
Arete Wealth Advisors sold 65,005 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $3.17M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.26% of Arete Wealth Advisors's portfolio in Q1 2026, its #98 holding.
Arete Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 24 quarters since.
Arete Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.01B in Q4 2022.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.