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

Collier Financial’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 		$4.38M Sell
93,471
-964
-1% -$47K 3.34% 8
2025
Q4 		$4.42M Sell
94,435
-7,174
-7% -$338K 3.32% 8
2025
Q3 		$4.76M Buy
+101,609
New +$4.52M 3.58% 8
2025
Q1 		$2.13M Buy
53,988
+49,482
+1,098% +$1.94M 1.81% 12
2024
Q4 		$173K Buy
+4,506
New +$181K 0.15% 42

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Collier Financial's SPEM Position: Q1 2026 in Review

Collier Financial reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1% in Q1 2026, selling an estimated $47K and leaving 93,471 shares worth $4.38M. The position accounts for 3.34% of the portfolio, ranked #8.

Collier Financial first reported a position in SPEM in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.76M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Collier Financial held 93,471 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.38M as of Q1 2026.
  • Collier Financial sold 964 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $47K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 3.34% of Collier Financial's portfolio in Q1 2026, its #8 holding.
  • Collier Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.76M in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.