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High Net Worth Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

High Net Worth Advisory Group’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 		$297K Hold
6,331
– – 0.07% 196
2025
Q4 		$296K Sell
6,331
-193
-3% -$9.09K 0.07% 186
2025
Q3 		$305K Buy
6,524
+1
+0% +$44 0.07% 183
2025
Q2 		$279K Buy
+6,523
New +$263K 0.07% 185
2025
Q1 		– Sell
-6,474
Closed -$248K – 222
2024
Q4 		$248K Buy
+6,474
New +$260K 0.07% 187

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

High Net Worth Advisory Group's SPEM Position: Q1 2026 in Review

High Net Worth Advisory Group held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2026 at 6,331 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #196.

High Net Worth Advisory Group first reported a position in SPEM in Q4 2024 and has held it in 5 quarters since. The position peaked at $305K in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • High Net Worth Advisory Group held 6,331 shares of State Street SPDR Portfolio Emerging Markets ETF worth $297K as of Q1 2026.
  • High Net Worth Advisory Group left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of High Net Worth Advisory Group's portfolio in Q1 2026, its #196 holding.
  • High Net Worth Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 5 quarters since.
  • High Net Worth Advisory Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $305K in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.