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

Diversify 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	$2.94M	Buy	58,227 +42,335	+266%	+$2.06M	0.05%	274
2025 Q4	$774K	Buy	15,892 +937	+6%	+$44.1K	0.04%	366
2025 Q3	$713K	Sell	14,955 -5,066	-25%	-$225K	0.04%	328
2025 Q2	$886K	Buy	20,021 +2,413	+14%	+$97.4K	0.05%	290
2025 Q1	$693K	Sell	17,608 -2,083	-11%	-$81.7K	0.05%	293
2024 Q4	$735K	Sell	19,691 -7,446	-27%	-$299K	0.06%	269
2024 Q3	$1.1M	Buy	27,137 +3,818	+16%	+$146K	0.11%	186
2024 Q2	$840K	Buy	+23,319	New	+$868K	0.1%	184

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

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

Diversify Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 266% in Q1 2026, buying an estimated $2.06M and bringing the position to 58,227 shares worth $2.94M. The position accounts for 0.05% of the portfolio, ranked #274.

Diversify Wealth Management first reported a position in SPEM in Q2 2024 and has held it in 8 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Diversify Wealth Management held 58,227 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.94M as of Q1 2026.
Diversify Wealth Management bought 42,335 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $2.06M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Diversify Wealth Management's portfolio in Q1 2026, its #274 holding.
Diversify Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.