CreativeOne Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

CreativeOne Wealth’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 Q2	$4.77M	Sell	92,038 -49,044	-35%	-$2.51M	0.1%	174
2026 Q1	$6.62M	Buy	141,082 +35,867	+34%	+$1.75M	0.15%	118
2025 Q4	$4.93M	Buy	105,215 +2,944	+3%	+$139K	0.12%	156
2025 Q3	$4.79M	Buy	102,271 +16,465	+19%	+$732K	0.12%	160
2025 Q2	$3.67M	Sell	85,806 -21,985	-20%	-$887K	0.1%	197
2025 Q1	$4.24M	Buy	107,791 +10,149	+10%	+$398K	0.13%	161
2024 Q4	$3.75M	Buy	97,642 +12,142	+14%	+$488K	0.11%	169
2024 Q3	$3.53M	Buy	85,500 +17,348	+25%	+$665K	0.12%	160
2024 Q2	$2.57M	Sell	68,152 -8,959	-12%	-$334K	0.13%	154
2024 Q1	$2.79M	Buy	77,111 +14,365	+23%	+$505K	0.11%	170
2023 Q4	$2.22M	Buy	62,746 +7,709	+14%	+$262K	0.14%	141
2023 Q3	$1.85M	Buy	55,037 +10,808	+24%	+$374K	0.13%	153
2023 Q2	$1.52M	Buy	44,229 +4,992	+13%	+$171K	0.07%	254
2023 Q1	$1.34M	Sell	39,237 -4,650	-11%	-$160K	0.07%	258
2022 Q4	$1.45M	Sell	43,887 -15,055	-26%	-$488K	0.08%	223
2022 Q3	$1.83M	Buy	58,942 +12,380	+27%	+$421K	0.11%	162
2022 Q2	$1.62M	Sell	46,562 -43,843	-48%	-$1.58M	0.09%	184
2022 Q1	$3.49M	Buy	90,405 +23,102	+34%	+$931K	0.18%	91
2021 Q4	$2.79M	Buy	67,303 +24,104	+56%	+$1.03M	0.14%	125
2021 Q3	$1.84M	Sell	43,199 -434	-1%	-$18.8K	0.11%	161
2021 Q2	$1.99M	Buy	43,633 +8,751	+25%	+$392K	0.12%	153
2021 Q1	$1.53M	Buy	34,882 +5,896	+20%	+$264K	0.12%	155
2020 Q4	$1.22M	Sell	28,986 -3,954	-12%	-$157K	0.1%	154
2020 Q3	$1.2M	Buy	32,940 +17,716	+116%	+$646K	0.17%	90
2020 Q2	$509K	Sell	15,224 -1,660	-10%	-$51.9K	0.08%	144
2020 Q1	$481K	Buy	16,884 +4,481	+36%	+$154K	0.09%	102
2019 Q4	$466K	Buy	12,403 +5,091	+70%	+$183K	0.08%	112
2019 Q3	$251K	Sell	7,312 -7	-0.1%	-$243	0.05%	151
2019 Q2	$262K	Buy	+7,319	New	+$259K	0.06%	143

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CreativeOne Wealth's SPEM Position: Q2 2026 in Review

CreativeOne Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 35% in Q2 2026, selling an estimated $2.51M and leaving 92,038 shares worth $4.77M. The position accounts for 0.1% of the portfolio, ranked #174.

CreativeOne Wealth first reported a position in SPEM in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.62M in Q1 2026. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

CreativeOne Wealth held 92,038 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.77M as of Q2 2026.
CreativeOne Wealth sold 49,044 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $2.51M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of CreativeOne Wealth's portfolio in Q2 2026, its #174 holding.
CreativeOne Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and has held it in 29 quarters since.
CreativeOne Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.62M in Q1 2026.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.