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

Atlas Private 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	$10.5M	Buy	223,980 +6,278	+3%	+$306K	2.47%	15
2025 Q4	$10.2M	Buy	217,702 +17,888	+9%	+$842K	2.38%	16
2025 Q3	$9.35M	Sell	199,814 -56,728	-22%	-$2.52M	2.29%	18
2025 Q2	$11M	Sell	256,542 -5,727	-2%	-$231K	1.41%	23
2025 Q1	$10.3M	Sell	262,269 -39,200	-13%	-$1.54M	1.44%	22
2024 Q4	$11.6M	Sell	301,469 -3,994	-1%	-$161K	1.64%	18
2024 Q3	$12.6M	Buy	305,463 +121,249	+66%	+$4.65M	1.83%	16
2024 Q2	$6.94M	Buy	184,214 +75,052	+69%	+$2.79M	1.13%	19
2024 Q1	$3.95M	Sell	109,162 -273,271	-71%	-$9.62M	1.32%	18
2023 Q4	$13.5M	Sell	382,433 -219,309	-36%	-$7.46M	2.52%	12
2023 Q3	$20.2M	Buy	601,742 +71,545	+13%	+$2.47M	3.82%	8
2023 Q2	$18.2M	Buy	530,197 +292,379	+123%	+$10M	3.69%	8
2023 Q1	$8.12M	Buy	237,818 +46,586	+24%	+$1.6M	3.75%	7
2022 Q4	$6.3M	Buy	191,232 +56,187	+42%	+$1.82M	3.36%	8
2022 Q3	$4.19M	Buy	135,045 +20,043	+17%	+$682K	2.52%	9
2022 Q2	$4M	Buy	+115,002	New	+$4.15M	2.4%	10
2022 Q1	–	Sell	-14,858	Closed	-$616K	–	152
2021 Q4	$616K	Sell	14,858 -10,686	-42%	-$457K	0.28%	82
2021 Q3	$1.09M	Sell	25,544 -11,375	-31%	-$494K	0.57%	36
2021 Q2	$1.68M	Sell	36,919 -19,388	-34%	-$868K	0.91%	23
2021 Q1	$2.46M	Buy	+56,307	New	+$2.52M	1.38%	19

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

Atlas Private Wealth Advisors's SPEM Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.9% in Q1 2026, buying an estimated $306K and bringing the position to 223,980 shares worth $10.5M. The position accounts for 2.47% of the portfolio, ranked #15.

Atlas Private Wealth Advisors first reported a position in SPEM in Q1 2021 and has held it in 20 quarters since. The position peaked at $20.2M in Q3 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Atlas Private Wealth Advisors held 223,980 shares of State Street SPDR Portfolio Emerging Markets ETF worth $10.5M as of Q1 2026.
Atlas Private Wealth Advisors bought 6,278 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $306K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.47% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 20 quarters since.
Atlas Private Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $20.2M in Q3 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.