Financial Engines Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Financial Engines 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 Q2	$202M	Sell	3,892,454 -12,929,734	-77%	-$661M	0.36%	31
2026 Q1	$789M	Sell	16,822,188 -178,651	-1%	-$8.7M	1.6%	22
2025 Q4	$796M	Sell	17,000,839 -357,943	-2%	-$16.8M	1.51%	23
2025 Q3	$813M	Sell	17,358,782 -598,730	-3%	-$26.6M	1.55%	22
2025 Q2	$768M	Sell	17,957,512 -638,107	-3%	-$25.7M	1.53%	22
2025 Q1	$732M	Sell	18,595,619 -64,145	-0.3%	-$2.52M	1.57%	22
2024 Q4	$716M	Buy	18,659,764 +205,590	+1%	+$8.27M	1.51%	22
2024 Q3	$762M	Buy	18,454,174 +401,193	+2%	+$15.4M	1.59%	22
2024 Q2	$680M	Buy	18,052,981 +293,318	+2%	+$10.9M	1.51%	22
2024 Q1	$643M	Buy	17,759,663 +1,082,162	+6%	+$38.1M	1.45%	22
2023 Q4	$591M	Buy	16,677,501 +720,236	+5%	+$24.5M	1.39%	22
2023 Q3	$536M	Buy	15,957,265 +1,034,877	+7%	+$35.8M	1.41%	23
2023 Q2	$513M	Buy	14,922,388 +1,079,656	+8%	+$36.9M	1.3%	23
2023 Q1	$472M	Buy	13,842,732 +797,063	+6%	+$27.4M	1.25%	25
2022 Q4	$430M	Buy	13,045,669 +3,537,273	+37%	+$115M	1.23%	25
2022 Q3	$295M	Buy	9,508,396 +1,100,157	+13%	+$37.4M	0.96%	27
2022 Q2	$292M	Buy	8,408,239 +1,108,635	+15%	+$40M	0.89%	27
2022 Q1	$282M	Buy	7,299,604 +865,871	+13%	+$34.9M	0.75%	30
2021 Q4	$267M	Buy	6,433,733 +1,012,695	+19%	+$43.3M	0.71%	31
2021 Q3	$231M	Buy	5,421,038 +728,098	+16%	+$31.6M	0.68%	31
2021 Q2	$214M	Buy	4,692,940 +873,205	+23%	+$39.1M	0.62%	31
2021 Q1	$167M	Buy	3,819,735 +1,258,685	+49%	+$56.3M	0.52%	32
2020 Q4	$108M	Buy	2,561,050 +691,901	+37%	+$27.5M	0.37%	36
2020 Q3	$68.3M	Buy	1,869,149 +515,942	+38%	+$18.8M	0.27%	43
2020 Q2	$45.3M	Buy	1,353,207 +856,024	+172%	+$26.8M	0.2%	45
2020 Q1	$14.2M	Buy	497,183 +403,528	+431%	+$13.9M	0.08%	50
2019 Q4	$3.52M	Buy	+93,655	New	+$3.38M	0.02%	67

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Financial Engines Advisors's SPEM Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 77% in Q2 2026, selling an estimated $661M and leaving 3,892,454 shares worth $202M. The position accounts for 0.36% of the portfolio, ranked #31.

Financial Engines Advisors first reported a position in SPEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $813M in Q3 2025. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Financial Engines Advisors held 3,892,454 shares of State Street SPDR Portfolio Emerging Markets ETF worth $202M as of Q2 2026.
Financial Engines Advisors sold 12,929,734 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $661M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.36% of Financial Engines Advisors's portfolio in Q2 2026, its #31 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
Financial Engines Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $813M in Q3 2025.
1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.