Gladstone Institutional Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Gladstone Institutional Advisory’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	$3.65M	Buy	77,758 +2,557	+3%	+$125K	0.14%	172
2025 Q4	$3.52M	Buy	75,201 +5,969	+9%	+$281K	0.13%	167
2025 Q3	$3.24M	Buy	69,232 +1,984	+3%	+$88.2K	0.12%	174
2025 Q2	$2.87M	Sell	67,248 -919	-1%	-$37.1K	0.12%	184
2025 Q1	$2.68M	Sell	68,167 -9,578	-12%	-$376K	0.13%	183
2024 Q4	$2.98M	Sell	77,745 -11,471	-13%	-$461K	0.14%	166
2024 Q3	$3.68M	Sell	89,216 -850	-0.9%	-$32.6K	0.18%	139
2024 Q2	$3.39M	Buy	90,066 +4,948	+6%	+$184K	0.18%	151
2024 Q1	$3.08M	Buy	85,118 +2,456	+3%	+$86.4K	0.17%	159
2023 Q4	$2.93M	Sell	82,662 -1,450	-2%	-$49.3K	0.16%	158
2023 Q3	$2.82M	Sell	84,112 -801	-0.9%	-$27.7K	0.18%	143
2023 Q2	$2.92M	Buy	84,913 +2,731	+3%	+$93.4K	0.18%	145
2023 Q1	$2.8M	Buy	82,182 +949	+1%	+$32.6K	0.18%	161
2022 Q4	$2.68M	Sell	81,233 -14,325	-15%	-$464K	0.19%	156
2022 Q3	$2.97M	Buy	95,558 +24,572	+35%	+$836K	0.23%	107
2022 Q2	$2.47M	Buy	+70,986	New	+$2.56M	0.2%	133

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

Gladstone Institutional Advisory's SPEM Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.4% in Q1 2026, buying an estimated $125K and bringing the position to 77,758 shares worth $3.65M. The position accounts for 0.14% of the portfolio, ranked #172.

Gladstone Institutional Advisory first reported a position in SPEM in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.68M in Q3 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Gladstone Institutional Advisory held 77,758 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.65M as of Q1 2026.
Gladstone Institutional Advisory bought 2,557 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $125K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.14% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #172 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 16 quarters since.
Gladstone Institutional Advisory's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.68M in Q3 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.