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

EverSource 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	$539K	Sell	11,496 -7,023	-38%	-$342K	0.02%	575
2025 Q4	$867K	Sell	18,519 -8,335	-31%	-$392K	0.03%	378
2025 Q3	$1.26M	Buy	26,854 +815	+3%	+$36.2K	0.05%	261
2025 Q2	$1.11M	Buy	26,039 +26,001	+68,424%	+$1.05M	0.05%	252
2025 Q1	$1.5K	Buy	+38	New	+$1.49K	﹤0.01%	3068
2024 Q3	–	Sell	-84	Closed	-$3.2K	–	3119
2024 Q2	$3.2K	Hold	84	–	–	﹤0.01%	2387
2024 Q1	$3.06K	Buy	+84	New	+$2.96K	﹤0.01%	2239

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

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

EverSource Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 38% in Q1 2026, selling an estimated $342K and leaving 11,496 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #575.

EverSource Wealth Advisors first reported a position in SPEM in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

EverSource Wealth Advisors held 11,496 shares of State Street SPDR Portfolio Emerging Markets ETF worth $539K as of Q1 2026.
EverSource Wealth Advisors sold 7,023 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $342K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #575 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.26M in Q3 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

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