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

ARQ 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 		$1.07M Sell
22,858
-2,639
-10% -$129K 0.19% 94
2025
Q4 		$1.19M Sell
25,497
-26,532
-51% -$1.25M 0.32% 54
2025
Q3 		$2.44M Sell
52,029
-23,396
-31% -$1.04M 0.72% 44
2025
Q2 		$2.97M Hold
75,425
– – 1.02% 32
2025
Q1 		$2.97M Sell
75,425
-22,215
-23% -$871K 1.1% 30
2024
Q4 		$3.75M Sell
97,640
-19,815
-17% -$797K 1.43% 25
2024
Q3 		$4.53M Buy
117,455
+1,786
+2% +$68.5K 1.71% 21
2024
Q2 		$4.36M Sell
115,669
-2,791
-2% -$104K 1.89% 19
2024
Q1 		$4.29M Buy
118,460
+15,034
+15% +$529K 1.86% 21
2023
Q4 		$3.66M Buy
103,426
+4,384
+4% +$149K 2.18% 18
2023
Q3 		$3.32M Sell
99,042
-14,711
-13% -$509K 2.49% 16
2023
Q2 		$3.91M Buy
113,753
+45,238
+66% +$1.55M 2.54% 16
2023
Q1 		$2.34M Buy
68,515
+4,620
+7% +$159K 1.72% 18
2022
Q4 		$2.11M Buy
63,895
+4,142
+7% +$134K 1.38% 21
2022
Q3 		$1.85M Buy
59,753
+2,594
+5% +$88.3K 1.43% 22
2022
Q2 		$1.99M Buy
57,159
+564
+1% +$20.4K 1.42% 23
2022
Q1 		$2.19M Buy
56,595
+12,555
+29% +$506K 1.47% 20
2021
Q4 		$1.83M Sell
44,040
-6,262
-12% -$268K 1.3% 21
2021
Q3 		$2.14M Buy
50,302
+5,144
+11% +$223K 1.38% 20
2021
Q2 		$2.06M Buy
45,158
+2,963
+7% +$133K 1.32% 19
2021
Q1 		$1.85M Sell
42,195
-190
-0.4% -$8.49K 1.19% 19
2020
Q4 		$1.79M Buy
42,385
+7,314
+21% +$290K 1.12% 20
2020
Q3 		$1.28M Sell
35,071
-2,019
-5% -$73.7K 1.23% 19
2020
Q2 		$1.24M Sell
37,090
-12,067
-25% -$377K 1.21% 22
2020
Q1 		$1.4M Buy
+49,157
New +$1.69M 1.59% 19

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

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

ARQ Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 10% in Q1 2026, selling an estimated $129K and leaving 22,858 shares worth $1.07M. The position accounts for 0.19% of the portfolio, ranked #94.

ARQ Wealth Advisors first reported a position in SPEM in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.53M in Q3 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • ARQ Wealth Advisors held 22,858 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.07M as of Q1 2026.
  • ARQ Wealth Advisors sold 2,639 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $129K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.19% of ARQ Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • ARQ 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.
  • ARQ Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.53M in Q3 2024.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.