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Barnes Wealth Management Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Barnes Wealth Management Group’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 		$315K Buy
6,722
+1,149
+21% +$56K 0.16% 132
2025
Q4 		$261K Sell
5,573
-212
-4% -$9.98K 0.14% 140
2025
Q3 		$271K Buy
5,785
+344
+6% +$15.3K 0.15% 130
2025
Q2 		$233K Sell
5,441
-42
-0.8% -$1.7K 0.14% 139
2025
Q1 		$216K Sell
5,483
-188
-3% -$7.37K 0.14% 138
2024
Q4 		$218K Buy
+5,671
New +$228K 0.15% 129

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

Barnes Wealth Management Group's SPEM Position: Q1 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 21% in Q1 2026, buying an estimated $56K and bringing the position to 6,722 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #132.

Barnes Wealth Management Group first reported a position in SPEM in Q4 2024 and has held it in 6 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Barnes Wealth Management Group held 6,722 shares of State Street SPDR Portfolio Emerging Markets ETF worth $315K as of Q1 2026.
  • Barnes Wealth Management Group bought 1,149 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $56K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.16% of Barnes Wealth Management Group's portfolio in Q1 2026, its #132 holding.
  • Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.