Geneos Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.2M | Buy |
280,768
+7,064
| +3% | +$344K | 0.31% | 71 |
|
|
2025
Q4 | $12.8M | Buy |
273,704
+17,280
| +7% | +$813K | 0.31% | 70 |
|
|
2025
Q3 | $12M | Sell |
256,424
-42,089
| -14% | -$1.87M | 0.3% | 76 |
|
|
2025
Q2 | $12.8M | Sell |
298,513
-239,125
| -44% | -$9.65M | 0.31% | 77 |
|
|
2025
Q1 | $24.5M | Buy |
537,638
+277,751
| +107% | +$10.9M | 0.35% | 66 |
|
|
2024
Q4 | $9.97M | Buy |
259,887
+24,180
| +10% | +$973K | 0.35% | 60 |
|
|
2024
Q3 | $9.73M | Buy |
235,707
+48,942
| +26% | +$1.88M | 0.37% | 58 |
|
|
2024
Q2 | $7.04M | Buy |
186,765
+16,442
| +10% | +$612K | 0.31% | 73 |
|
|
2024
Q1 | $6.16M | Buy |
170,323
+18,023
| +12% | +$634K | 0.28% | 80 |
|
|
2023
Q4 | $5.39M | Buy |
152,300
+7,549
| +5% | +$257K | 0.27% | 91 |
|
|
2023
Q3 | $4.86M | Buy |
144,751
+8,820
| +6% | +$305K | 0.25% | 106 |
|
|
2023
Q2 | $4.67M | Buy |
135,931
+9,744
| +8% | +$333K | 0.24% | 112 |
|
|
2023
Q1 | $4.31M | Buy |
126,187
+20,340
| +19% | +$700K | 0.26% | 98 |
|
|
2022
Q4 | $3.49M | Buy |
105,847
+9,048
| +9% | +$293K | 0.21% | 122 |
|
|
2022
Q3 | $3M | Buy |
96,799
+11,195
| +13% | +$381K | 0.21% | 121 |
|
|
2022
Q2 | $2.96M | Buy |
85,604
+23,088
| +37% | +$834K | 0.15% | 158 |
|
|
2022
Q1 | $2.42M | Buy |
62,516
+17,532
| +39% | +$706K | 0.1% | 204 |
|
|
2021
Q4 | $1.87M | Buy |
44,984
+12,215
| +37% | +$522K | 0.07% | 263 |
|
|
2021
Q3 | $1.39M | Buy |
32,769
+3,572
| +12% | +$155K | 0.05% | 310 |
|
|
2021
Q2 | $1.32M | Sell |
29,197
-384,907
| -93% | -$17.2M | 0.05% | 300 |
|
|
2021
Q1 | $18.4M | Buy |
414,104
+20,017
| +5% | +$895K | 0.51% | 41 |
|
|
2020
Q4 | $1.08M | Buy |
394,087
+372,529
| +1,728% | +$14.8M | 0.04% | 331 |
|
|
2020
Q3 | $768K | Buy |
21,558
+156
| +0.7% | +$5.69K | 0.04% | 343 |
|
|
2020
Q2 | $713K | Buy |
21,402
+5,461
| +34% | +$171K | 0.04% | 345 |
|
|
2020
Q1 | $443K | Sell |
15,941
-2,772
| -15% | -$95.3K | 0.03% | 396 |
|
|
2019
Q4 | $704K | Buy |
18,713
+709
| +4% | +$25.6K | 0.04% | 372 |
|
|
2019
Q3 | $617K | Buy |
18,004
+86
| +0.5% | +$2.98K | 0.04% | 368 |
|
|
2019
Q2 | $641K | Sell |
17,918
-76,282
| -81% | -$2.7M | 0.04% | 354 |
|
|
2019
Q1 | $3.37M | Buy |
94,200
+1,576
| +2% | +$54.9K | 0.22% | 120 |
|
|
2018
Q4 | $3.01M | Buy |
92,624
+1,361
| +1% | +$44.9K | 0.22% | 121 |
|
|
2018
Q3 | $3.18M | Buy |
91,263
+87,367
| +2,242% | +$3.08M | 0.21% | 133 |
|
|
2018
Q2 | $137K | Buy |
3,896
+1,043
| +37% | +$39.3K | 0.01% | 685 |
|
|
2018
Q1 | $112K | Buy |
2,853
+657
| +30% | +$26.3K | 0.01% | 715 |
|
|
2017
Q4 | $83K | Buy |
+2,196
| New | +$81.7K | 0.01% | 809 |
|
Other funds holding SPEM
AF
TCIIS
Geneos Wealth Management's SPEM Position: Q1 2026 in Review
Geneos Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.6% in Q1 2026, buying an estimated $344K and bringing the position to 280,768 shares worth $13.2M. The position accounts for 0.31% of the portfolio, ranked #71.
Geneos Wealth Management first reported a position in SPEM in Q4 2017 and has held it in 34 quarters since. The position peaked at $24.5M in Q1 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.
- Geneos Wealth Management held 280,768 shares of State Street SPDR Portfolio Emerging Markets ETF worth $13.2M as of Q1 2026.
- Geneos Wealth Management bought 7,064 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $344K.
- State Street SPDR Portfolio Emerging Markets ETF made up 0.31% of Geneos Wealth Management's portfolio in Q1 2026, its #71 holding.
- Geneos Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 34 quarters since.
- Geneos Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $24.5M in Q1 2025.
- 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.