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

Evolution 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	$444K	Buy	9,457 +5	+0.1%	+$244	0.32%	54
2025 Q4	$442K	Buy	9,452 +5,766	+156%	+$271K	0.37%	50
2025 Q3	$173K	Hold	3,686	–	–	0.18%	100
2025 Q2	$158K	Buy	+3,686	New	+$149K	0.19%	91

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

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

Evolution Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.05% in Q1 2026, buying an estimated $244 and bringing the position to 9,457 shares worth $444K. The position accounts for 0.32% of the portfolio, ranked #54.

Evolution Wealth Management first reported a position in SPEM in Q2 2025 and has held it in 4 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Evolution Wealth Management held 9,457 shares of State Street SPDR Portfolio Emerging Markets ETF worth $444K as of Q1 2026.
Evolution Wealth Management bought 5 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $244.
State Street SPDR Portfolio Emerging Markets ETF made up 0.32% of Evolution Wealth Management's portfolio in Q1 2026, its #54 holding.
Evolution Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.