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

Gibbs 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	$11.6M	Buy	247,499 +135,460	+121%	+$6.6M	1.52%	12
2025 Q4	$5.4M	Sell	112,039 -2,508	-2%	-$118K	1.31%	16
2025 Q3	$5.36M	Sell	114,547 -34,235	-23%	-$1.52M	1.21%	16
2025 Q2	$6.36M	Buy	148,782 +42,983	+41%	+$1.73M	1.22%	15
2025 Q1	$4.17M	Buy	105,799 +13,527	+15%	+$530K	1%	21
2024 Q4	$3.54M	Buy	92,272 +18,480	+25%	+$743K	0.96%	20
2024 Q3	$3.05M	Buy	73,792 +22,762	+45%	+$873K	0.99%	20
2024 Q2	$1.92M	Buy	51,030 +20,624	+68%	+$768K	0.78%	29
2024 Q1	$1.1M	Buy	+30,406	New	+$1.07M	0.63%	33

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Gibbs Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 121% in Q1 2026, buying an estimated $6.6M and bringing the position to 247,499 shares worth $11.6M. The position accounts for 1.52% of the portfolio, ranked #12.

Gibbs Wealth Management first reported a position in SPEM in Q1 2024 and has held it in 9 quarters since. 1,002 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Gibbs Wealth Management held 247,499 shares of State Street SPDR Portfolio Emerging Markets ETF worth $11.6M as of Q1 2026.
Gibbs Wealth Management bought 135,460 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $6.6M.
State Street SPDR Portfolio Emerging Markets ETF made up 1.52% of Gibbs Wealth Management's portfolio in Q1 2026, its #12 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.