Broadview Financial Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Broadview Financial Management’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	$749K	Sell	15,970 -156	-1%	-$7.6K	0.51%	30
2025 Q4	$755K	Buy	16,126 +192	+1%	+$9.04K	0.51%	30
2025 Q3	$746K	Sell	15,934 -163	-1%	-$7.25K	0.5%	29
2025 Q2	$688K	Buy	16,097 +119	+0.7%	+$4.8K	0.47%	31
2025 Q1	$629K	Buy	15,978 +315	+2%	+$12.4K	0.47%	30
2024 Q4	$601K	Sell	15,663 -11,340	-42%	-$456K	0.43%	32
2024 Q3	$1.11M	Buy	27,003 +5,299	+24%	+$203K	0.75%	26
2024 Q2	$818K	Buy	21,704 +2,269	+12%	+$84.5K	0.6%	30
2024 Q1	$703K	Sell	19,435 -62	-0.3%	-$2.18K	0.51%	30
2023 Q4	$690K	Sell	19,497 -2,246	-10%	-$76.4K	0.53%	30
2023 Q3	$730K	Hold	21,743	–	–	0.68%	25
2023 Q2	$748K	Buy	21,743 +56	+0.3%	+$1.92K	0.64%	26
2023 Q1	$740K	Sell	21,687 -593	-3%	-$20.4K	0.65%	26
2022 Q4	$734K	Buy	22,280 +960	+5%	+$31.1K	0.66%	28
2022 Q3	$662K	Sell	21,320 -1,277	-6%	-$43.5K	0.66%	27
2022 Q2	$786K	Sell	22,597 -1,673	-7%	-$60.4K	0.73%	26
2022 Q1	$938K	Sell	24,270 -1,000	-4%	-$40.3K	0.7%	30
2021 Q4	$1.05M	Sell	25,270 -37	-0.1%	-$1.58K	0.75%	28
2021 Q3	$1.08M	Buy	25,307 +607	+2%	+$26.4K	0.83%	25
2021 Q2	$1.12M	Buy	24,700 +189	+0.8%	+$8.46K	0.85%	25
2021 Q1	$1.07M	Hold	24,511	–	–	0.83%	26
2020 Q4	$1.03M	Sell	24,511 -227	-0.9%	-$9.01K	0.79%	31
2020 Q3	$904K	Sell	24,738 -8,124	-25%	-$296K	0.76%	30
2020 Q2	$1.1M	Buy	32,862 +9,744	+42%	+$305K	0.88%	26
2020 Q1	$658K	Buy	23,118 +619	+3%	+$21.3K	0.59%	31
2019 Q4	$846K	Buy	22,499 +247	+1%	+$8.9K	0.59%	31
2019 Q3	$763K	Buy	22,252 +234	+1%	+$8.12K	0.57%	30
2019 Q2	$788K	Sell	22,018 -325	-1%	-$11.5K	0.59%	30
2019 Q1	$799K	Sell	22,343 -82	-0.4%	-$2.85K	0.62%	30
2018 Q4	$726K	Buy	+22,425	New	+$739K	0.65%	27

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

Broadview Financial Management's SPEM Position: Q1 2026 in Review

Broadview Financial Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.97% in Q1 2026, selling an estimated $7.6K and leaving 15,970 shares worth $749K. The position accounts for 0.51% of the portfolio, ranked #30.

Broadview Financial Management first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.12M in Q2 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Broadview Financial Management held 15,970 shares of State Street SPDR Portfolio Emerging Markets ETF worth $749K as of Q1 2026.
Broadview Financial Management sold 156 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $7.6K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.51% of Broadview Financial Management's portfolio in Q1 2026, its #30 holding.
Broadview Financial Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
Broadview Financial Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.12M in Q2 2021.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.