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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
Q2 		$3.94M Buy
76,035
+3,373
+5% +$173K 0.26% 96
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 0.45% 60
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 		$1.01M 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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Arete Wealth Advisors's SPEM Position: Q2 2026 in Review

Arete Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.6% in Q2 2026, buying an estimated $173K and bringing the position to 76,035 shares worth $3.94M. The position accounts for 0.26% of the portfolio, ranked #96.

Arete Wealth Advisors first reported a position in SPEM in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.44M in Q4 2025. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Arete Wealth Advisors held 76,035 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.94M as of Q2 2026.
  • Arete Wealth Advisors bought 3,373 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $173K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.26% of Arete Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Arete Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 25 quarters since.
  • Arete Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.44M in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.