Horizon Investments’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Horizon Investments’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	$192M	Buy	4,103,234 +76,372	+2%	+$3.72M	2.16%	7
2025 Q4	$188M	Sell	4,026,862 -146,918	-4%	-$6.92M	2.39%	7
2025 Q3	$195M	Sell	4,173,780 -121,930	-3%	-$5.42M	2.57%	7
2025 Q2	$184M	Sell	4,295,710 -162,736	-4%	-$6.57M	2.91%	6
2025 Q1	$176M	Sell	4,458,446 -19,216	-0.4%	-$754K	5.23%	6
2024 Q4	$172M	Buy	4,477,662 +109,678	+3%	+$4.41M	4.93%	5
2024 Q3	$180M	Sell	4,367,984 -209,815	-5%	-$8.05M	4.78%	4
2024 Q2	$172M	Buy	4,577,799 +1,880,671	+70%	+$70M	4.77%	6
2024 Q1	$97.6M	Sell	2,697,128 -3,488,560	-56%	-$123M	2.56%	6
2023 Q4	$219M	Buy	6,185,688 +760,987	+14%	+$25.9M	6.1%	5
2023 Q3	$182M	Sell	5,424,701 -254,630	-4%	-$8.8M	5.54%	7
2023 Q2	$195M	Buy	5,679,331 +328,033	+6%	+$11.2M	5.62%	6
2023 Q1	$183M	Buy	5,351,298 +3,611,493	+208%	+$124M	5.41%	6
2022 Q4	$57.3M	Buy	1,739,805 +412,208	+31%	+$13.4M	1.62%	13
2022 Q3	$41.2M	Sell	1,327,597 -534,436	-29%	-$18.2M	1.27%	16
2022 Q2	$64.7M	Sell	1,862,033 -1,285,691	-41%	-$46.4M	2.05%	13
2022 Q1	$122M	Buy	+3,147,724	New	+$127M	3.45%	10
2021 Q3	–	Sell	-755,805	Closed	-$34.4M	–	514
2021 Q2	$34.4M	Buy	755,805 +41,194	+6%	+$1.84M	1.02%	24
2021 Q1	$31.3M	Buy	+714,611	New	+$31.9M	1.15%	24
2020 Q4	–	Sell	-3,289,853	Closed	-$120M	–	353
2020 Q3	$120M	Sell	3,289,853 -1,865,412	-36%	-$68.1M	4.29%	5
2020 Q2	$172M	Buy	5,155,265 +2,992,168	+138%	+$93.6M	4.25%	6
2020 Q1	$61.6M	Sell	2,163,097 -2,202,115	-50%	-$75.7M	3%	4
2019 Q4	$164M	Buy	+4,365,212	New	+$157M	7.2%	4
2019 Q2	–	Sell	-3,949,859	Closed	-$141M	–	570
2019 Q1	$141M	Sell	3,949,859 -22,658	-0.6%	-$789K	5.04%	4
2018 Q4	$129M	Buy	+3,972,517	New	+$131M	6.5%	5
2018 Q3	–	Sell	-1,743,629	Closed	-$61.6M	–	287
2018 Q2	$61.6M	Buy	1,743,629 +326,211	+23%	+$12.3M	2.68%	10
2018 Q1	$55.7M	Buy	+1,417,418	New	+$56.8M	2.43%	13

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

Horizon Investments's SPEM Position: Q1 2026 in Review

Horizon Investments increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.9% in Q1 2026, buying an estimated $3.72M and bringing the position to 4,103,234 shares worth $192M. The position accounts for 2.16% of the portfolio, ranked #7.

Horizon Investments first reported a position in SPEM in Q1 2018 and has held it in 27 quarters since. The position peaked at $219M in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Horizon Investments held 4,103,234 shares of State Street SPDR Portfolio Emerging Markets ETF worth $192M as of Q1 2026.
Horizon Investments bought 76,372 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $3.72M.
State Street SPDR Portfolio Emerging Markets ETF made up 2.16% of Horizon Investments's portfolio in Q1 2026, its #7 holding.
Horizon Investments first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 27 quarters since.
Horizon Investments's State Street SPDR Portfolio Emerging Markets ETF position peaked at $219M in Q4 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.