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

Bogart Wealth LLC’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	$175K	Buy	3,721 +100	+3%	+$4.87K	0.01%	280
2025 Q4	$169K	Hold	3,621	–	–	0.01%	271
2025 Q3	$169K	Hold	3,621	–	–	0.01%	266
2025 Q2	$155K	Hold	3,621	–	–	0.01%	267
2025 Q1	$143K	Hold	3,621	–	–	0.01%	261
2024 Q4	$139K	Hold	3,621	–	–	0.01%	259
2024 Q3	$149K	Hold	3,621	–	–	0.01%	247
2024 Q2	$136K	Buy	3,621 +721	+25%	+$26.9K	0.01%	252
2024 Q1	$105K	Hold	2,900	–	–	0.01%	276
2023 Q4	$103K	Hold	2,900	–	–	0.01%	266
2023 Q3	$97.4K	Buy	2,900 +300	+12%	+$10.4K	0.01%	251
2023 Q2	$89.4K	Buy	2,600 +400	+18%	+$13.7K	0.01%	250
2023 Q1	$75.1K	Buy	2,200 +1,992	+958%	+$68.5K	0.01%	265
2022 Q4	$6.86K	Sell	208 -987	-83%	-$32K	﹤0.01%	611
2022 Q3	$37K	Buy	+1,195	New	+$40.7K	﹤0.01%	342

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

Bogart Wealth LLC's SPEM Position: Q1 2026 in Review

Bogart Wealth LLC increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.8% in Q1 2026, buying an estimated $4.87K and bringing the position to 3,721 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #280.

Bogart Wealth LLC first reported a position in SPEM in Q3 2022 and has held it in 15 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Bogart Wealth LLC held 3,721 shares of State Street SPDR Portfolio Emerging Markets ETF worth $175K as of Q1 2026.
Bogart Wealth LLC bought 100 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $4.87K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #280 holding.
Bogart Wealth LLC first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2022 and has held it in 15 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.