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Hofer & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Hofer & Associates’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 		$1.83M Buy
38,934
+818
+2% +$39.9K 0.98% 26
2025
Q4 		$1.78M Buy
38,116
+1,606
+4% +$75.6K 0.95% 27
2025
Q3 		$1.71M Buy
36,510
+1,424
+4% +$63.3K 0.98% 26
2025
Q2 		$1.5M Sell
35,086
-278
-0.8% -$11.2K 0.94% 28
2025
Q1 		$1.39M Buy
35,364
+711
+2% +$27.9K 0.94% 26
2024
Q4 		$1.33M Buy
34,653
+6,677
+24% +$269K 0.89% 26
2024
Q3 		$1.15M Buy
27,976
+332
+1% +$12.7K 0.8% 27
2024
Q2 		$1.04M Buy
27,644
+502
+2% +$18.7K 0.81% 27
2024
Q1 		$982K Buy
27,142
+1,509
+6% +$53.1K 0.83% 27
2023
Q4 		$908K Sell
25,633
-564
-2% -$19.2K 0.84% 24
2023
Q3 		$879K Buy
26,197
+187
+0.7% +$6.46K 0.9% 24
2023
Q2 		$894K Buy
26,010
+5,956
+30% +$204K 0.86% 25
2023
Q1 		$661K Sell
20,054
-186
-0.9% -$6.4K 0.66% 25
2022
Q4 		$667K Sell
20,240
-1,208
-6% -$39.1K 0.67% 25
2022
Q3 		$666K Sell
21,448
-1,257
-6% -$42.8K 0.72% 23
2022
Q2 		$789K Sell
22,705
-1,428
-6% -$51.6K 0.82% 22
2022
Q1 		$932K Buy
24,133
+3,995
+20% +$161K 0.82% 22
2021
Q4 		$836K Buy
+20,138
New +$861K 0.76% 22

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

Hofer & Associates's SPEM Position: Q1 2026 in Review

Hofer & Associates increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.1% in Q1 2026, buying an estimated $39.9K and bringing the position to 38,934 shares worth $1.83M. The position accounts for 0.98% of the portfolio, ranked #26.

Hofer & Associates first reported a position in SPEM in Q4 2021 and has held it in 18 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Hofer & Associates held 38,934 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.83M as of Q1 2026.
  • Hofer & Associates bought 818 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $39.9K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.98% of Hofer & Associates's portfolio in Q1 2026, its #26 holding.
  • Hofer & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Hofer & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.