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

BIP Wealth’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	$2.92M	Sell	62,235 -7,342	-11%	-$358K	0.12%	109
2025 Q4	$3.26M	Sell	69,577 -3,277	-4%	-$154K	0.12%	111
2025 Q3	$3.41M	Sell	72,854 -6,375	-8%	-$283K	0.17%	66
2025 Q2	$3.39M	Sell	79,229 -6,226	-7%	-$251K	0.21%	53
2025 Q1	$3.36M	Sell	85,455 -9,454	-10%	-$371K	0.22%	51
2024 Q4	$3.64M	Sell	94,909 -3,938	-4%	-$158K	0.24%	48
2024 Q3	$4.08M	Buy	98,847 +6,400	+7%	+$245K	0.28%	41
2024 Q2	$3.48M	Sell	92,447 -10,554	-10%	-$393K	0.29%	42
2024 Q1	$3.73M	Sell	103,001 -440	-0.4%	-$15.5K	0.27%	44
2023 Q4	$3.66M	Buy	103,441 +10,035	+11%	+$341K	0.29%	41
2023 Q3	$3.14M	Sell	93,406 -18,816	-17%	-$650K	0.29%	42
2023 Q2	$3.86M	Sell	112,222 -9,554	-8%	-$327K	0.32%	40
2023 Q1	$4.16M	Buy	+121,776	New	+$4.19M	0.46%	39

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

BIP Wealth's SPEM Position: Q1 2026 in Review

BIP Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q1 2026, selling an estimated $358K and leaving 62,235 shares worth $2.92M. The position accounts for 0.12% of the portfolio, ranked #109.

BIP Wealth first reported a position in SPEM in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.16M in Q1 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

BIP Wealth held 62,235 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.92M as of Q1 2026.
BIP Wealth sold 7,342 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $358K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.12% of BIP Wealth's portfolio in Q1 2026, its #109 holding.
BIP Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.16M in Q1 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.