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

Defined Wealth Management’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	$1.47M	Sell	31,274 -69	-0.2%	-$3.36K	0.86%	28
2025 Q4	$1.47M	Sell	31,343 -98	-0.3%	-$4.61K	0.85%	30
2025 Q3	$1.47M	Buy	31,441 +291	+0.9%	+$12.9K	0.85%	31
2025 Q2	$1.33M	Buy	31,150 +5	+0%	+$202	0.82%	29
2025 Q1	$1.23M	Sell	31,145 -3	-0%	-$118	0.82%	34
2024 Q4	$1.2M	Sell	31,148 -227	-0.7%	-$9.13K	0.79%	37
2024 Q3	$1.3M	Sell	31,375 -17	-0.1%	-$652	0.84%	34
2024 Q2	$1.18M	Sell	31,392 -29	-0.1%	-$1.08K	0.82%	34
2024 Q1	$1.14M	Buy	31,421 +3	+0%	+$106	0.82%	35
2023 Q4	$1.11M	Buy	31,418 +353	+1%	+$12K	0.85%	34
2023 Q3	$1.04M	Buy	31,065 +641	+2%	+$22.2K	0.89%	35
2023 Q2	$1.05M	Buy	30,424 +1,665	+6%	+$56.9K	0.88%	34
2023 Q1	$982K	Buy	28,759 +1,328	+5%	+$45.7K	0.92%	30
2022 Q4	$904K	Sell	27,431 -37,631	-58%	-$1.22M	0.85%	31
2022 Q3	$2.02M	Buy	65,062 +179	+0.3%	+$6.09K	2.2%	12
2022 Q2	$2.26M	Sell	64,883 -313	-0.5%	-$11.3K	2.31%	12
2022 Q1	$2.52M	Buy	65,196 +3,351	+5%	+$135K	2.21%	12
2021 Q4	$2.57M	Buy	61,845 +4,850	+9%	+$207K	2.1%	14
2021 Q3	$2.42M	Buy	56,995 +2,364	+4%	+$103K	2.15%	14
2021 Q2	$2.49M	Sell	54,631 -500	-0.9%	-$22.4K	2.21%	14
2021 Q1	$2.41M	Buy	55,131 +29,049	+111%	+$1.3M	2.29%	13
2020 Q4	$1.1M	Buy	+26,082	New	+$1.04M	1.09%	23

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

Defined Wealth Management's SPEM Position: Q1 2026 in Review

Defined Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.22% in Q1 2026, selling an estimated $3.36K and leaving 31,274 shares worth $1.47M. The position accounts for 0.86% of the portfolio, ranked #28.

Defined Wealth Management first reported a position in SPEM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.57M in Q4 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Defined Wealth Management held 31,274 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.47M as of Q1 2026.
Defined Wealth Management sold 69 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $3.36K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.86% of Defined Wealth Management's portfolio in Q1 2026, its #28 holding.
Defined Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
Defined Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.57M in Q4 2021.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.