Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$438K	Buy	9,333 +375	+4%	+$18.3K	0.03%	233
2025 Q4	$419K	Buy	8,958 +1,260	+16%	+$59.3K	0.03%	243
2025 Q3	$360K	Buy	7,698 +845	+12%	+$37.6K	0.02%	262
2025 Q2	$293K	Buy	6,853 +498	+8%	+$20.1K	0.02%	271
2025 Q1	$250K	Buy	6,355 +1,215	+24%	+$47.6K	0.02%	276
2024 Q4	$197K	Buy	+5,140	New	+$207K	0.02%	313
2022 Q3	–	Sell	-1,456	Closed	-$51K	–	372
2022 Q2	$51K	Buy	1,456 +16	+1%	+$578	0.01%	234
2022 Q1	$56K	Hold	1,440	–	–	0.02%	188
2021 Q4	$60K	Buy	+1,440	New	+$61.6K	0.03%	169

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

Guardian Wealth Advisors (North Carolina)'s SPEM Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.2% in Q1 2026, buying an estimated $18.3K and bringing the position to 9,333 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #233.

Guardian Wealth Advisors (North Carolina) first reported a position in SPEM in Q4 2021 and has held it in 9 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 9,333 shares of State Street SPDR Portfolio Emerging Markets ETF worth $438K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 375 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $18.3K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #233 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 9 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.