Founders Financial Securities’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Founders Financial Securities’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	$6.89M	Buy	140,501 +5,622	+4%	+$274K	0.39%	53
2025 Q4	$6.31M	Sell	134,879 -3,345	-2%	-$157K	0.37%	55
2025 Q3	$6.47M	Buy	138,224 +4,703	+4%	+$209K	0.44%	48
2025 Q2	$5.71M	Buy	133,521 +2,514	+2%	+$101K	0.43%	55
2025 Q1	$5.14M	Buy	131,007 +865	+0.7%	+$33.9K	0.44%	51
2024 Q4	$4.99M	Sell	130,142 -6,354	-5%	-$256K	0.45%	46
2024 Q3	$5.63M	Sell	136,496 -40,901	-23%	-$1.57M	0.52%	43
2024 Q2	$6.68M	Buy	177,397 +23,497	+15%	+$875K	0.63%	38
2024 Q1	$5.57M	Sell	153,900 -48,442	-24%	-$1.7M	0.58%	43
2023 Q4	$7.16M	Buy	202,342 +54,595	+37%	+$1.86M	0.8%	30
2023 Q3	$4.96M	Buy	147,747 +5,950	+4%	+$206K	0.64%	42
2023 Q2	$4.87M	Buy	141,797 +40,442	+40%	+$1.38M	0.64%	39
2023 Q1	$3.46M	Buy	101,355 +57,991	+134%	+$1.99M	0.5%	48
2022 Q4	$1.43M	Sell	43,364 -9,272	-18%	-$300K	0.22%	93
2022 Q3	$1.63M	Sell	52,636 -722	-1%	-$24.6K	0.29%	77
2022 Q2	$1.85M	Sell	53,358 -51,086	-49%	-$1.84M	0.36%	61
2022 Q1	$4.04M	Buy	+104,444	New	+$4.21M	0.72%	32
2021 Q3	–	Sell	-9,804	Closed	-$446K	–	297
2021 Q2	$446K	Sell	9,804 -1,523	-13%	-$68.2K	0.09%	188
2021 Q1	$496K	Sell	11,327 -132,348	-92%	-$5.92M	0.11%	152
2020 Q4	$6.06M	Sell	143,675 -4,809	-3%	-$191K	1.45%	17
2020 Q3	$5.43M	Buy	148,484 +3,666	+3%	+$134K	1.73%	15
2020 Q2	$4.85M	Buy	144,818 +12,118	+9%	+$379K	1.57%	16
2020 Q1	$3.78M	Sell	132,700 -47,217	-26%	-$1.62M	1.4%	11
2019 Q4	$6.76M	Buy	+179,917	New	+$6.48M	2.29%	18
2019 Q2	–	Sell	-171,362	Closed	-$6.13M	–	127
2019 Q1	$6.13M	Sell	171,362 -41,539	-20%	-$1.45M	1.94%	18
2018 Q4	$6.89M	Buy	+212,901	New	+$7.02M	2.5%	13
2018 Q3	–	Sell	-130,898	Closed	-$4.63M	–	103
2018 Q2	$4.63M	Buy	130,898 +14,924	+13%	+$562K	1.42%	20
2018 Q1	$4.56M	Buy	+115,974	New	+$4.65M	1.47%	22

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

Founders Financial Securities's SPEM Position: Q1 2026 in Review

Founders Financial Securities increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.2% in Q1 2026, buying an estimated $274K and bringing the position to 140,501 shares worth $6.89M. The position accounts for 0.39% of the portfolio, ranked #53.

Founders Financial Securities first reported a position in SPEM in Q1 2018 and has held it in 28 quarters since. The position peaked at $7.16M in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Founders Financial Securities held 140,501 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.89M as of Q1 2026.
Founders Financial Securities bought 5,622 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $274K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.39% of Founders Financial Securities's portfolio in Q1 2026, its #53 holding.
Founders Financial Securities first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 28 quarters since.
Founders Financial Securities's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.16M in Q4 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.