Continuum Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Continuum Advisory’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	$3.72M	Sell	79,364 -3,299	-4%	-$161K	0.36%	66
2025 Q4	$3.87M	Sell	82,663 -9,026	-10%	-$425K	0.39%	61
2025 Q3	$4.29M	Sell	91,689 -5,869	-6%	-$261K	0.45%	55
2025 Q2	$4.17M	Buy	97,558 +5,358	+6%	+$216K	0.5%	48
2025 Q1	$3.63M	Buy	92,200 +4,240	+5%	+$166K	0.47%	47
2024 Q4	$3.38M	Buy	87,960 +1,846	+2%	+$74.2K	0.43%	51
2024 Q3	$3.37M	Sell	86,114 -44	-0.1%	-$1.69K	0.43%	50
2024 Q2	$3.25M	Buy	86,158 +2,617	+3%	+$97.5K	0.47%	45
2024 Q1	$3.13M	Sell	83,541 -11,313	-12%	-$398K	0.47%	41
2023 Q4	$3.36M	Sell	94,854 -6,659	-7%	-$226K	0.48%	40
2023 Q3	$3.41M	Sell	101,513 -890	-0.9%	-$30.8K	0.55%	35
2023 Q2	$3.52M	Buy	102,403 +3,082	+3%	+$105K	0.56%	33
2023 Q1	$3.39M	Sell	99,321 -2,880	-3%	-$99K	0.58%	33
2022 Q4	$3.37M	Buy	102,201 +983	+1%	+$31.8K	0.61%	30
2022 Q3	$3.14M	Buy	101,218 +11,385	+13%	+$387K	0.55%	36
2022 Q2	$3.12M	Sell	89,833 -3,547	-4%	-$128K	0.57%	36
2022 Q1	$3.39M	Buy	93,380 +2,946	+3%	+$119K	0.64%	32
2021 Q4	$3.75M	Buy	90,434 +12,991	+17%	+$555K	0.84%	28
2021 Q3	$3.29M	Buy	77,443 +3,074	+4%	+$133K	0.88%	27
2021 Q2	$3.38M	Buy	74,369 +5,526	+8%	+$247K	1.05%	18
2021 Q1	$3.04M	Buy	68,843 +561	+0.8%	+$25.1K	1.27%	18
2020 Q4	$2.88M	Sell	68,282 -768	-1%	-$30.5K	1.31%	20
2020 Q3	$2.55M	Sell	69,050 -1,386	-2%	-$50.6K	1.39%	18
2020 Q2	$2.38M	Sell	70,436 -4,772	-6%	-$149K	1.5%	18
2020 Q1	$2.06M	Buy	75,208 +5,284	+8%	+$182K	1.39%	20
2019 Q4	$2.63M	Buy	69,924 +3,788	+6%	+$137K	1.53%	18
2019 Q3	$2.25M	Buy	66,136 +6,428	+11%	+$223K	1.51%	20
2019 Q2	$2.17M	Buy	59,708 +13,562	+29%	+$481K	1.49%	19
2019 Q1	$1.67M	Buy	46,146 +7,306	+19%	+$254K	1.25%	23
2018 Q4	$1.26M	Sell	38,840 -2,758	-7%	-$90.9K	0.92%	28
2018 Q3	$1.45M	Buy	41,598 +10,397	+33%	+$366K	0.96%	28
2018 Q2	$1.1M	Buy	31,201 +10,360	+50%	+$390K	0.81%	32
2018 Q1	$819K	Buy	+20,841	New	+$835K	0.69%	39

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

Continuum Advisory's SPEM Position: Q1 2026 in Review

Continuum Advisory reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4% in Q1 2026, selling an estimated $161K and leaving 79,364 shares worth $3.72M. The position accounts for 0.36% of the portfolio, ranked #66.

Continuum Advisory first reported a position in SPEM in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.29M in Q3 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Continuum Advisory held 79,364 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.72M as of Q1 2026.
Continuum Advisory sold 3,299 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $161K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.36% of Continuum Advisory's portfolio in Q1 2026, its #66 holding.
Continuum Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 33 quarters since.
Continuum Advisory's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.29M in Q3 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.