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IAG Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

IAG Wealth Partners’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 		$2.1M Sell
44,838
-226
-0.5% -$11K 0.23% 57
2025
Q4 		$2.11M Buy
45,064
+1,399
+3% +$65.9K 0.24% 57
2025
Q3 		$2.04M Buy
43,665
+2,574
+6% +$114K 0.25% 56
2025
Q2 		$1.76M Sell
41,091
-61
-0.1% -$2.46K 0.23% 55
2025
Q1 		$1.62M Buy
41,152
+310
+0.8% +$12.2K 0.25% 50
2024
Q4 		$1.57M Buy
40,842
+1,979
+5% +$79.6K 0.28% 50
2024
Q3 		$1.6M Buy
38,863
+5,083
+15% +$195K 0.3% 46
2024
Q2 		$1.27M Buy
33,780
+3,339
+11% +$124K 0.26% 48
2024
Q1 		$1.1M Buy
30,441
+4,907
+19% +$173K 0.24% 50
2023
Q4 		$904K Buy
25,534
+4,263
+20% +$145K 0.21% 51
2023
Q3 		$714K Buy
21,271
+651
+3% +$22.5K 0.2% 46
2023
Q2 		$709K Buy
20,620
+1,324
+7% +$45.3K 0.19% 47
2023
Q1 		$659K Sell
19,296
-94
-0.5% -$3.23K 0.18% 46
2022
Q4 		$639K Buy
19,390
+2,961
+18% +$95.9K 0.19% 47
2022
Q3 		$510K Sell
16,429
-2,478
-13% -$84.3K 0.17% 49
2022
Q2 		$657K Sell
18,907
-1,274
-6% -$46K 0.22% 45
2022
Q1 		$780K Buy
20,181
+1,059
+6% +$42.7K 0.25% 41
2021
Q4 		$793K Buy
19,122
+2,757
+17% +$118K 0.25% 39
2021
Q3 		$697K Buy
+16,365
New +$710K 0.25% 35
2020
Q2 		– Sell
-442
Closed -$13K – 446
2020
Q1 		$13K Buy
+442
New +$15.2K 0.01% 184

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

IAG Wealth Partners's SPEM Position: Q1 2026 in Review

IAG Wealth Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.5% in Q1 2026, selling an estimated $11K and leaving 44,838 shares worth $2.1M. The position accounts for 0.23% of the portfolio, ranked #57.

IAG Wealth Partners first reported a position in SPEM in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.11M in Q4 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • IAG Wealth Partners held 44,838 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.1M as of Q1 2026.
  • IAG Wealth Partners sold 226 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $11K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.23% of IAG Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 20 quarters since.
  • IAG Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.11M in Q4 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.