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

Echo 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 		– Sell
-59,221
Closed -$2.77M – 49
2025
Q4 		$2.77M Sell
59,221
-2,611
-4% -$123K 1.62% 16
2025
Q3 		$2.89M Buy
61,832
+242
+0.4% +$10.8K 1.69% 14
2025
Q2 		$2.63M Buy
61,590
+2,036
+3% +$82.2K 1.61% 15
2025
Q1 		$2.34M Sell
59,554
-3,126
-5% -$123K 1.58% 16
2024
Q4 		$2.41M Buy
62,680
+1,276
+2% +$51.3K 1.66% 18
2024
Q3 		$2.53M Buy
61,404
+178
+0.3% +$6.83K 1.77% 17
2024
Q2 		$2.31M Buy
61,226
+618
+1% +$23K 1.74% 18
2024
Q1 		$2.19M Sell
60,608
-3,226
-5% -$114K 1.82% 17
2023
Q4 		$2.23M Buy
63,834
+674
+1% +$22.9K 2.08% 13
2023
Q3 		$2.12M Buy
63,160
+2,965
+5% +$102K 2.28% 14
2023
Q2 		$2.13M Sell
60,195
-2,213
-4% -$75.7K 2.3% 15
2023
Q1 		$2.13M Sell
62,408
-11,807
-16% -$406K 2.35% 14
2022
Q4 		$2.64M Sell
74,215
-29,025
-28% -$940K 2.81% 15
2022
Q3 		$3.12M Buy
103,240
+12,523
+14% +$426K 4.1% 9
2022
Q2 		$3.15M Buy
90,717
+12,259
+16% +$443K 4.22% 7
2022
Q1 		$2.97M Buy
78,458
+6,218
+9% +$251K 3.5% 11
2021
Q4 		$3.01M Sell
72,240
-605
-0.8% -$25.9K 3.43% 11
2021
Q3 		$3.15M Buy
72,845
+7,052
+11% +$306K 3.73% 9
2021
Q2 		$2.87M Sell
65,793
-7,506
-10% -$336K 3.66% 10
2021
Q1 		$3.21M Buy
73,299
+1,546
+2% +$69.1K 4.04% 9
2020
Q4 		$3.02M Buy
+71,753
New +$2.85M 3.96% 10

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

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

Echo Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026, closing a stake of 59,221 shares — an estimated $2.77M sold.

Echo Wealth Management first reported a position in SPEM in Q4 2020 and held it in 21 quarters. The position peaked at $3.21M in Q1 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Echo Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Echo Wealth Management sold 59,221 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $2.77M.
  • Echo Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 21 quarters.
  • Echo Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.21M in Q1 2021.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.