Atria Investments’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Atria Investments’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	$1.45M	Sell	30,900 -3,013	-9%	-$147K	0.02%	862
2025 Q4	$1.59M	Buy	33,913 +4,158	+14%	+$196K	0.02%	837
2025 Q3	$1.39M	Buy	29,755 +2,636	+10%	+$117K	0.02%	884
2025 Q2	$1.16M	Sell	27,119 -6,853	-20%	-$277K	0.01%	958
2025 Q1	$1.34M	Buy	33,972 +7,568	+29%	+$297K	0.02%	886
2024 Q4	$1.01M	Sell	26,404 -11,371	-30%	-$457K	0.01%	976
2024 Q3	$1.56M	Sell	37,775 -72,137	-66%	-$2.77M	0.02%	760
2024 Q2	$4.14M	Sell	109,912 -249	-0.2%	-$9.27K	0.05%	402
2024 Q1	$3.99M	Buy	110,161 +16,462	+18%	+$579K	0.05%	405
2023 Q4	$3.32M	Buy	+93,699	New	+$3.19M	0.05%	412
2023 Q2	–	Sell	-30,466	Closed	-$1.04M	–	882
2023 Q1	$1.04M	Buy	+30,466	New	+$1.05M	0.02%	793
2021 Q3	–	Sell	-36,649	Closed	-$1.67M	–	822
2021 Q2	$1.67M	Buy	36,649 +9,056	+33%	+$405K	0.03%	577
2021 Q1	$1.21M	Buy	+27,593	New	+$1.23M	0.03%	635
2020 Q4	–	Sell	-36,557	Closed	-$1.34M	–	694
2020 Q3	$1.34M	Sell	36,557 -16,587	-31%	-$605K	0.04%	465
2020 Q2	$1.78M	Sell	53,144 -28,223	-35%	-$883K	0.06%	339
2020 Q1	$2.32M	Buy	81,367 +31,946	+65%	+$1.1M	0.18%	115
2019 Q4	$1.86M	Buy	49,421 +958	+2%	+$34.5K	0.05%	331
2019 Q3	$1.66M	Sell	48,463 -18,336	-27%	-$636K	0.06%	275
2019 Q2	$2.21M	Sell	66,799 -16,553	-20%	-$586K	0.08%	205
2019 Q1	$2.98M	Buy	83,352 +43,201	+108%	+$1.5M	0.13%	153
2018 Q4	$1.3M	Buy	40,151 +6,005	+18%	+$198K	0.06%	252
2018 Q3	$1.19M	Sell	34,146 -4,848	-12%	-$171K	0.05%	353
2018 Q2	$1.38M	Buy	38,994 +5,427	+16%	+$204K	0.06%	308
2018 Q1	$1.32M	Buy	33,567 +26,216	+357%	+$1.05M	0.06%	283
2017 Q4	$280K	Sell	7,351 -8,949	-55%	-$333K	0.01%	677
2017 Q3	$591K	Buy	+16,300	New	+$580K	0.03%	423

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

Atria Investments's SPEM Position: Q1 2026 in Review

Atria Investments reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.9% in Q1 2026, selling an estimated $147K and leaving 30,900 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #862.

Atria Investments first reported a position in SPEM in Q3 2017 and has held it in 26 quarters since. The position peaked at $4.14M in Q2 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Atria Investments held 30,900 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.45M as of Q1 2026.
Atria Investments sold 3,013 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $147K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #862 holding.
Atria Investments first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2017 and has held it in 26 quarters since.
Atria Investments's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.14M in Q2 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.