Claro Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Claro Advisors’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 Q3	$489K	Sell	9,443 -188	-2%	-$9.8K	0.05%	297
2026 Q2	$499K	Sell	9,631 -101	-1%	-$5.17K	0.05%	268
2026 Q1	$457K	Sell	9,732 -62	-0.6%	-$3.02K	0.06%	261
2025 Q4	$458K	Buy	9,794 +155	+2%	+$7.3K	0.06%	238
2025 Q3	$451K	Sell	9,639 -314	-3%	-$14K	0.07%	245
2025 Q2	$425K	Buy	9,953 +562	+6%	+$22.7K	0.07%	230
2025 Q1	$370K	Sell	9,391 -123	-1%	-$4.82K	0.05%	336
2024 Q4	$365K	Buy	9,514 +172	+2%	+$6.92K	0.05%	308
2024 Q3	$386K	Buy	9,342 +192	+2%	+$7.36K	0.05%	316
2024 Q2	$345K	Buy	9,150 +9	+0.1%	+$335	0.05%	295
2024 Q1	$331K	Sell	9,141 -104	-1%	-$3.66K	0.06%	302
2023 Q4	$327K	Buy	9,245 +1,654	+22%	+$56.3K	0.07%	275
2023 Q3	$255K	Buy	+7,591	New	+$262K	0.06%	298
2023 Q2	–	Sell	-6,368	Closed	-$217K	–	396
2023 Q1	$217K	Sell	6,368 -3,396	-35%	-$117K	0.06%	306
2022 Q4	$322K	Buy	9,764 +2,099	+27%	+$68K	0.11%	219
2022 Q3	$267K	Hold	7,665	–	–	0.11%	210
2022 Q2	$267K	Buy	+7,665	New	+$277K	0.11%	210

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Claro Advisors's SPEM Position: Q3 2026 in Review

Claro Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2% in Q3 2026, selling an estimated $9.8K and leaving 9,443 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #297.

Claro Advisors first reported a position in SPEM in Q2 2022 and has held it in 17 quarters since. The position peaked at $499K in Q2 2026. 635 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Claro Advisors held 9,443 shares of State Street SPDR Portfolio Emerging Markets ETF worth $489K as of Q3 2026.
Claro Advisors sold 188 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $9.8K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Claro Advisors's portfolio in Q3 2026, its #297 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
Claro Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $499K in Q2 2026.
635 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.