Creative Planning
SPEM icon

Creative Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Creative Planning’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
2023
Q3 		– Sell
-1,300
Closed -$309 – 3028
2023
Q2 		$309 Hold
1,300
– – ﹤0.01% 2626
2023
Q1 		$1.43K Buy
+1,300
New +$44.7K ﹤0.01% 2530

Other funds holding SPEM

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Creative Planning's SPEM Position: Q1 2026 in Review

Creative Planning reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.2% in Q1 2026, selling an estimated $13.1M and leaving 21,771,079 shares worth $1.02B. The position accounts for 0.69% of the portfolio, ranked #31.

Creative Planning first reported a position in SPEM in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.05B in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Creative Planning held 21,771,079 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.02B as of Q1 2026.
  • Creative Planning sold 269,388 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $13.1M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.69% of Creative Planning's portfolio in Q1 2026, its #31 holding.
  • Creative Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2013 and has held it in 47 quarters since.
  • Creative Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.05B in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.