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 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 $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

Claro Advisors's SPEM Position: Q1 2026 in Review

Claro Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.63% in Q1 2026, selling an estimated $3.02K and leaving 9,732 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #261.

Claro Advisors first reported a position in SPEM in Q2 2022 and has held it in 15 quarters since. The position peaked at $458K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Claro Advisors held 9,732 shares of State Street SPDR Portfolio Emerging Markets ETF worth $457K as of Q1 2026.
Claro Advisors sold 62 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $3.02K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #261 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 15 quarters since.
Claro Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $458K in Q4 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.