Elm Partners Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Elm Partners 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	$37.6M	Sell	826,995 -49,415	-6%	-$2.41M	1.63%	16
2025 Q4	$41M	Buy	876,410 +166,863	+24%	+$7.85M	1.86%	15
2025 Q3	$33.2M	Buy	709,547 +29,102	+4%	+$1.29M	1.66%	17
2025 Q2	$29.1M	Buy	680,445 +389,991	+134%	+$15.7M	1.69%	15
2025 Q1	$11.4M	Buy	290,454 +22,457	+8%	+$881K	0.74%	20
2024 Q4	$10.3M	Buy	+267,997	New	+$10.8M	0.7%	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

Elm Partners Management's SPEM Position: Q1 2026 in Review

Elm Partners Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.6% in Q1 2026, selling an estimated $2.41M and leaving 826,995 shares worth $37.6M. The position accounts for 1.63% of the portfolio, ranked #16.

Elm Partners Management first reported a position in SPEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $41M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Elm Partners Management held 826,995 shares of State Street SPDR Portfolio Emerging Markets ETF worth $37.6M as of Q1 2026.
Elm Partners Management sold 49,415 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $2.41M.
State Street SPDR Portfolio Emerging Markets ETF made up 1.63% of Elm Partners Management's portfolio in Q1 2026, its #16 holding.
Elm Partners Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
Elm Partners Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $41M in Q4 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.