Gladstone Institutional Advisory
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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
Q3 		$4.5M Buy
86,945
+1,211
+1% +$62.8K 0.13% 173
2026
Q2 		$4.44M Buy
85,734
+7,976
+10% +$408K 0.14% 161
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
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Gladstone Institutional Advisory's SPEM Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.4% in Q3 2026, buying an estimated $62.8K and bringing the position to 86,945 shares worth $4.5M. The position accounts for 0.13% of the portfolio, ranked #173.

Gladstone Institutional Advisory first reported a position in SPEM in Q2 2022 and has held it in 18 quarters since. 923 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Gladstone Institutional Advisory held 86,945 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.5M as of Q3 2026.
  • Gladstone Institutional Advisory bought 1,211 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $62.8K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #173 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 18 quarters since.
  • 923 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.