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

Arkadios 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	$672K	Buy	14,332 +6,409	+81%	+$312K	0.01%	968
2025 Q4	$371K	Sell	7,923 -331	-4%	-$15.6K	0.01%	1149
2025 Q3	$386K	Sell	8,254 -360	-4%	-$16K	0.01%	1059
2025 Q2	$368K	Buy	8,614 +3,417	+66%	+$138K	0.01%	972
2025 Q1	$205K	Buy	+5,197	New	+$204K	0.01%	1035
2021 Q4	–	Sell	-550	Closed	-$23K	–	1604
2021 Q3	$23K	Hold	550	–	–	﹤0.01%	1163
2021 Q2	$25K	Hold	550	–	–	﹤0.01%	1192
2021 Q1	$24K	Buy	550 +103	+23%	+$4.6K	﹤0.01%	923
2020 Q4	$18K	Buy	447 +440	+6,286%	+$17.5K	﹤0.01%	786
2020 Q3	$264	Hold	7	–	–	﹤0.01%	993
2020 Q2	$251	Buy	+7	New	+$219	﹤0.01%	925

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

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

Arkadios Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 81% in Q1 2026, buying an estimated $312K and bringing the position to 14,332 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #968.

Arkadios Wealth Advisors first reported a position in SPEM in Q2 2020 and has held it in 11 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Arkadios Wealth Advisors held 14,332 shares of State Street SPDR Portfolio Emerging Markets ETF worth $672K as of Q1 2026.
Arkadios Wealth Advisors bought 6,409 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $312K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #968 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 11 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

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