Client 1st Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Client 1st Advisory Group’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	$327K	Sell	6,315 -239	-4%	-$12.4K	0.08%	103
2026 Q2	$339K	Sell	6,554 -1,181	-15%	-$60.4K	0.09%	102
2026 Q1	$363K	Sell	7,735 -143	-2%	-$6.97K	0.11%	88
2025 Q4	$369K	Sell	7,878 -20	-0.3%	-$941	0.12%	88
2025 Q3	$370K	Hold	7,898	–	–	0.12%	85
2025 Q2	$338K	Buy	+7,898	New	+$319K	0.12%	88
2020 Q3	–	Sell	-6,862	Closed	-$250K	–	63
2020 Q2	$250K	Sell	6,862 -61,355	-90%	-$1.92M	0.21%	51
2020 Q1	$1.94M	Sell	68,217 -39,662	-37%	-$1.36M	2.05%	12
2019 Q4	$4.06M	Buy	+107,879	New	+$3.89M	4%	7

Other funds holding SPEM

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Client 1st Advisory Group's SPEM Position: Q3 2026 in Review

Client 1st Advisory Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.6% in Q3 2026, selling an estimated $12.4K and leaving 6,315 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #103.

Client 1st Advisory Group first reported a position in SPEM in Q4 2019 and has held it in 9 quarters since. The position peaked at $4.06M in Q4 2019. 222 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Client 1st Advisory Group held 6,315 shares of State Street SPDR Portfolio Emerging Markets ETF worth $327K as of Q3 2026.
Client 1st Advisory Group sold 239 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $12.4K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of Client 1st Advisory Group's portfolio in Q3 2026, its #103 holding.
Client 1st Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 9 quarters since.
Client 1st Advisory Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.06M in Q4 2019.
222 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.