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

EP Wealth Advisors’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 		$4.93M Sell
105,030
-139,984
-57% -$6.82M 0.02% 313
2025
Q4 		$11.5M Buy
+245,014
New +$11.5M 0.06% 185
2025
Q2 		$2.45M Buy
57,271
+23,248
+68% +$938K 0.02% 376
2025
Q1 		$1.34M Sell
34,023
-943
-3% -$37K 0.01% 432
2024
Q4 		$1.34M Buy
34,966
+13,023
+59% +$524K 0.01% 428
2024
Q3 		$906K Buy
21,943
+2,169
+11% +$83.2K 0.01% 518
2024
Q2 		$745K Sell
19,774
-3,201
-14% -$119K 0.01% 446
2024
Q1 		$831K Buy
22,975
+714
+3% +$25.1K 0.01% 410
2023
Q4 		$788K Buy
22,261
+6,778
+44% +$231K 0.01% 407
2023
Q3 		$520K Sell
15,483
-11,344
-42% -$392K 0.01% 458
2023
Q2 		$567K Sell
26,827
-7,275
-21% -$249K 0.01% 443
2023
Q1 		$563K Buy
34,102
+23,345
+217% +$803K 0.01% 393
2022
Q4 		$355K Buy
+10,757
New +$348K 0.01% 434
2022
Q3 		– Sell
-26,372
Closed -$917K – 599
2022
Q2 		$917K Sell
26,372
-10,301
-28% -$372K 0.02% 270
2022
Q1 		$1.42M Sell
36,673
-2,211
-6% -$89.1K 0.03% 227
2021
Q4 		$1.61M Sell
38,884
-8,192
-17% -$350K 0.04% 207
2021
Q3 		$2M Sell
47,076
-15,733
-25% -$683K 0.05% 164
2021
Q2 		$2.86M Sell
62,809
-26,638
-30% -$1.19M 0.08% 150
2021
Q1 		$3.92M Buy
89,447
+78,525
+719% +$3.51M 0.12% 111
2020
Q4 		$460K Buy
10,922
+20
+0.2% +$794 0.02% 279
2020
Q3 		$399K Sell
10,902
-127
-1% -$4.63K 0.02% 255
2020
Q2 		$369K Sell
11,029
-1,025
-9% -$32.1K 0.02% 285
2020
Q1 		$343K Sell
12,054
-28,534
-70% -$981K 0.02% 300
2019
Q4 		$1.53M Buy
+40,588
New +$1.46M 0.06% 148

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

EP Wealth Advisors's SPEM Position: Q1 2026 in Review

EP Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 57% in Q1 2026, selling an estimated $6.82M and leaving 105,030 shares worth $4.93M. The position accounts for 0.02% of the portfolio, ranked #313.

EP Wealth Advisors first reported a position in SPEM in Q4 2019 and has held it in 24 quarters since. The position peaked at $11.5M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • EP Wealth Advisors held 105,030 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.93M as of Q1 2026.
  • EP Wealth Advisors sold 139,984 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $6.82M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #313 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 24 quarters since.
  • EP Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $11.5M in Q4 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.